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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 | $455,414 | $160,028+184.6% | $147,080+209.6% | $145,884+212.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.60% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $3,873 | $5,286-26.7% | $4,933-21.5% | $4,662-16.9% |
| Participant deferral / active EE | $8,512 | $8,422+1.1% | $8,066+5.5% | $6,690+27.2% |
| Admin fee / account holder | $2,928 | $15,030-80.5% | $12,989-77.5% | $13,392-78.1% |