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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 | $471,118 | $160,028+194.4% | $147,080+220.3% | $145,884+222.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 9.45% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $13,369 | $5,286+152.9% | $4,933+171.0% | $4,662+186.7% |
| Participant deferral / active EE | $30,004 | $8,422+256.3% | $8,066+272.0% | $6,690+348.5% |
| Admin fee / account holder | $3,361 | $15,030-77.6% | $12,989-74.1% | $13,392-74.9% |