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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 | $279,157 | $135,645+105.8% | $110,243+153.2% | $135,379+106.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -6.47% | 513.24%-519.7pp | 314.76%-321.2pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,641 | $4,907-46.2% | $3,827-31.0% | $4,779-44.7% |
| Participant deferral / active EE | $5,926 | $5,507+7.6% | $4,672+26.8% | $5,609+5.6% |
| Admin fee / account holder | $1,273 | $11,458-88.9% | $8,548-85.1% | $10,828-88.2% |