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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 | $325,687 | $160,040+103.5% | $147,096+121.4% | $145,877+123.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,114 | $5,289-78.9% | $4,936-77.4% | $4,663-76.1% |
| Participant deferral / active EE | $8,071 | $8,429-4.3% | $8,0710% | $6,691+20.6% |
| Admin fee / account holder | $2,042 | $15,050-86.4% | $13,005-84.3% | $13,402-84.8% |