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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 | $704,841 | $159,978+340.6% | $147,041+379.3% | $145,978+382.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 5.92% | 98.36%-92.4pp | 419.21%-413.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $2,408 | $5,288-54.5% | $4,935-51.2% | $4,662-48.3% |
| Participant deferral / active EE | $4,816 | $8,429-42.9% | $8,071-40.3% | $6,690-28.0% |
| Admin fee / account holder | $2,318 | $15,053-84.6% | $13,006-82.2% | $13,400-82.7% |