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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 | $455,279 | $197,819+130.1% | $155,789+192.2% | $125,388+263.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -1.67% | 86.73%-88.4pp | 71.54%-73.2pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,667 | $4,850-65.6% | $3,839-56.6% | $4,866-65.7% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $33,333 | $9,544+249.3% | $7,477+345.8% | $9,541+249.4% |