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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,093 | $138,076+134.7% | $123,553+162.3% | $135,380+139.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.64% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $12,800 | $5,152+148.5% | $4,628+176.6% | $4,779+167.8% |
| Participant deferral / active EE | $12,668 | $6,800+86.3% | $6,426+97.1% | $5,609+125.8% |
| Admin fee / account holder | $1,503 | $10,917-86.2% | $9,284-83.8% | $10,828-86.1% |