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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 | $514,000 | $102,595+401.0% | $94,057+446.5% | $154,746+232.2% |
| Participation rate | 4.8% | 76.0%-71.2pp | 73.3%-68.6pp | 80.7%-75.9pp |
| Annual return | 6.69% | 583.42%-576.7pp | 480.62%-473.9pp | 172.34%-165.6pp |
| Employer contribution / active EE | $521 | $3,147-83.5% | $2,933-82.2% | $4,379-88.1% |
| Participant deferral / active EE | $1,175 | $5,118-77.0% | $4,709-75.1% | $6,730-82.5% |
| Admin fee / account holder | $489,192 | $7,736+6223.6% | $7,244+6652.6% | $14,365+3305.4% |