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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 | $322,071 | $92,684+247.5% | $82,706+289.4% | $134,509+139.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -20.16% | 945.84%-966.0pp | 701.76%-721.9pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,081 | $3,272-67.0% | $3,007-64.1% | $4,741-77.2% |
| Participant deferral / active EE | $9,000 | $4,800+87.5% | $4,394+104.8% | $6,400+40.6% |
| Admin fee / account holder | $42,400 | $5,982+608.8% | $5,329+695.7% | $11,427+271.1% |