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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 | $320,683 | $92,766+245.7% | $82,763+287.5% | $134,545+138.3% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 81.2%-68.7pp |
| Annual return | -19.60% | 946.97%-966.6pp | 702.45%-722.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $920 | $3,273-71.9% | $3,008-69.4% | $4,742-80.6% |
| Participant deferral / active EE | $1,347 | $4,802-71.9% | $4,395-69.3% | $6,401-79.0% |
| Admin fee / account holder | $563 | $5,978-90.6% | $5,325-89.4% | $11,431-95.1% |