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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 | $302,899 | $99,644+204.0% | $86,438+250.4% | $134,532+125.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 58070300.00% | 6787.26%+58063512.7pp | 4397.19%+58065902.8pp | 418.27%+58069881.7pp |
| Employer contribution / active EE | $2,297 | $4,402-47.8% | $3,769-39.1% | $4,741-51.6% |
| Participant deferral / active EE | $10,250 | $7,247+41.4% | $6,952+47.4% | $6,401+60.1% |
| Admin fee / account holder | $1,222 | $8,375-85.4% | $6,733-81.9% | $11,429-89.3% |