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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 | $418,843 | $90,607+362.3% | $79,467+427.1% | $135,380+209.4% |
| Participation rate | 57.9% | 76.0%-18.2pp | 73.3%-15.5pp | 82.6%-24.7pp |
| Annual return | -5.31% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $7,130 | $3,068+132.4% | $2,800+154.6% | $4,779+49.2% |
| Participant deferral / active EE | $2,280 | $4,050-43.7% | $3,704-38.4% | $5,609-59.3% |
| Admin fee / account holder | $572 | $5,895-90.3% | $5,104-88.8% | $10,828-94.7% |