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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 | $550,488 | $124,175+343.3% | $108,405+407.8% | $167,536+228.6% |
| Participation rate | 55.6% | 82.3%-26.7pp | 80.1%-24.6pp | 82.1%-26.6pp |
| Annual return | 8.87% | 1380.13%-1371.3pp | 905.55%-896.7pp | 478.82%-469.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,023 | $6,908+74.0% | $6,563+83.2% | $6,342+89.6% |
| Admin fee / account holder | $6,207 | $9,457-34.4% | $7,297-14.9% | $12,315-49.6% |