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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 | $920,272 | $201,370+357.0% | $184,256+399.5% | $145,897+530.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 8.79% | 29.05%-20.3pp | 28.85%-20.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $17,531 | $7,024+149.6% | $6,427+172.8% | $4,663+276.0% |
| Participant deferral / active EE | $16,800 | $9,808+71.3% | $9,133+83.9% | $6,689+151.1% |
| Admin fee / account holder | $130,020 | $16,364+694.5% | $13,899+835.4% | $13,390+871.0% |