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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 | $279,946 | $160,070+74.9% | $147,117+90.3% | $145,897+91.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.10% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,459 | $5,285-72.4% | $4,932-70.4% | $4,663-68.7% |
| Participant deferral / active EE | $16,368 | $8,419+94.4% | $8,065+103.0% | $6,689+144.7% |
| Admin fee / account holder | $7,926 | $15,035-47.3% | $12,993-39.0% | $13,390-40.8% |