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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 | $363,619 | $97,761+271.9% | $83,850+333.7% | $135,382+168.6% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -6.73% | 1287.44%-1294.2pp | 850.92%-857.7pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,154 | $4,222-72.7% | $3,631-68.2% | $4,779-75.9% |
| Participant deferral / active EE | $7,564 | $4,682+61.5% | $4,082+85.3% | $5,609+34.9% |
| Admin fee / account holder | $9,729 | $6,674+45.8% | $5,478+77.6% | $10,829-10.2% |