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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 | $251,487 | $180,749+39.1% | $160,784+56.4% | $137,256+83.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 9.14% | 2234.46%-2225.3pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $6,258 | $4,155+50.6% | $3,733+67.7% | $4,156+50.6% |
| Participant deferral / active EE | $8,108 | $6,844+18.5% | $6,293+28.8% | $6,407+26.6% |
| Admin fee / account holder | $81,032 | $10,397+679.4% | $9,717+733.9% | $12,270+560.4% |