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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 | $279,338 | $107,666+159.4% | $102,184+173.4% | $154,746+80.5% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 8.32% | 29.33%-21.0pp | 31.58%-23.3pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,309 | $3,846-66.0% | $3,594-63.6% | $4,379-70.1% |
| Participant deferral / active EE | $19,347 | $8,719+121.9% | $8,309+132.8% | $6,730+187.5% |
| Admin fee / account holder | $652 | $12,943-95.0% | $11,609-94.4% | $14,365-95.5% |