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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 | $261,039 | $172,111+51.7% | $150,298+73.7% | $137,256+90.2% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 10.58% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $25,175 | $4,636+443.0% | $4,154+506.0% | $4,156+505.7% |
| Participant deferral / active EE | $16,230 | $6,166+163.2% | $5,453+197.7% | $6,407+153.3% |
| Admin fee / account holder | $5,666 | $16,471-65.6% | $14,116-59.9% | $12,270-53.8% |