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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 | $484,049 | $160,028+202.5% | $147,080+229.1% | $145,884+231.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.68% | 98.60%-90.9pp | 420.17%-412.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $27,600 | $5,286+422.2% | $4,933+459.5% | $4,662+492.0% |
| Participant deferral / active EE | $13,800 | $8,422+63.9% | $8,066+71.1% | $6,690+106.3% |
| Admin fee / account holder | $103,180 | $15,030+586.5% | $12,989+694.4% | $13,392+670.5% |