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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 | $619,466 | $138,072+348.7% | $123,549+401.4% | $135,382+357.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.03% | 153.69%-158.7pp | 119.20%-124.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $7,333 | $5,152+42.4% | $4,628+58.5% | $4,779+53.5% |
| Participant deferral / active EE | $12,333 | $6,799+81.4% | $6,426+91.9% | $5,609+119.9% |
| Admin fee / account holder | $1,718 | $10,917-84.3% | $9,284-81.5% | $10,829-84.1% |