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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 | $378,235 | $172,111+119.8% | $150,298+151.7% | $137,256+175.6% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 8.71% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,921 | $4,636-58.6% | $4,154-53.8% | $4,156-53.8% |
| Participant deferral / active EE | $16,199 | $6,166+162.7% | $5,453+197.1% | $6,407+152.8% |
| Admin fee / account holder | $13,103 | $16,471-20.4% | $14,116-7.2% | $12,270+6.8% |