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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 | $850,971 | $138,102+516.2% | $125,381+578.7% | $134,532+532.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.99% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,367 | $5,245-54.9% | $4,815-50.8% | $4,741-50.1% |
| Participant deferral / active EE | $3,500 | $7,801-55.1% | $7,448-53.0% | $6,401-45.3% |
| Admin fee / account holder | $7,730 | $11,568-33.2% | $10,007-22.8% | $11,429-32.4% |