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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 | $1,200,980 | $142,426+743.2% | $115,167+942.8% | $152,909+685.4% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 4.46% | 41.48%-37.0pp | 35.60%-31.1pp | 345.46%-341.0pp |
| Employer contribution / active EE | $4,903 | $4,011+22.2% | $3,179+54.2% | $4,764+2.9% |
| Participant deferral / active EE | $5,917 | $5,165+14.6% | $4,169+41.9% | $5,851+1.1% |
| Admin fee / account holder | $21,464 | $8,464+153.6% | $7,089+202.8% | $11,601+85.0% |