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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 | $684,508 | $32,117+2031.3% | $71,089+862.9% | $64,173+966.7% |
| Participation rate | 2.8% | 42.7%-39.9pp | 54.6%-51.9pp | 69.6%-66.8pp |
| Annual return | -6.74% | -5.57%-1.2pp | 650.65%-657.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $128 | $712-82.1% | $1,088-88.3% | $2,381-94.6% |
| Participant deferral / active EE | $478 | $1,263-62.1% | $1,873-74.5% | $3,470-86.2% |
| Admin fee / account holder | $19,521 | $2,759+607.5% | $3,082+533.3% | $4,887+299.4% |