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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 | $404,831 | $168,635+140.1% | $147,617+174.2% | $125,389+222.9% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -2.53% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,377 | $6,252-62.0% | $5,564-57.3% | $4,866-51.2% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $17,279 | $13,580+27.2% | $11,612+48.8% | $9,541+81.1% |