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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 | $274,887 | $150,447+82.7% | $136,298+101.7% | $147,586+86.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 9.56% | 1049.15%-1039.6pp | 5156.27%-5146.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $8,547 | $5,256+62.6% | $4,696+82.0% | $4,876+75.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,331 | $10,906-51.1% | $9,244-42.3% | $10,886-51.0% |