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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 | $495,753 | $109,872+351.2% | $98,483+403.4% | $167,536+195.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.08% | 1959.31%-1950.2pp | 1494.38%-1485.3pp | 478.82%-469.7pp |
| Employer contribution / active EE | $2,000 | $3,225-38.0% | $2,961-32.4% | $4,839-58.7% |
| Participant deferral / active EE | $2,750 | $4,673-41.2% | $4,276-35.7% | $6,342-56.6% |
| Admin fee / account holder | $438,735 | $6,757+6392.8% | $5,953+7270.4% | $12,315+3462.7% |