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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $701,761 | $88,815+690.1% | $81,882+757.0% | $145,897+381.0% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 8.59% | 1033.75%-1025.2pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,974 | $3,086-36.0% | $2,916-32.3% | $4,663-57.7% |
| Participant deferral / active EE | $2,178 | $4,647-53.1% | $4,323-49.6% | $6,689-67.4% |
| Admin fee / account holder | $14,495 | $8,434+71.9% | $7,360+97.0% | $13,390+8.2% |