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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 | $1,015,531 | $92,684+995.7% | $82,706+1127.9% | $134,509+655.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.26% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $5,620 | $3,272+71.8% | $3,007+86.9% | $4,741+18.6% |
| Participant deferral / active EE | $9,563 | $4,800+99.2% | $4,394+117.6% | $6,400+49.4% |
| Admin fee / account holder | $15,995 | $5,982+167.4% | $5,329+200.2% | $11,427+40.0% |