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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 | $379,410 | $148,582+155.4% | $135,942+179.1% | $139,456+172.1% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 10.45% | 79.26%-68.8pp | 68.28%-57.8pp | 373.45%-363.0pp |
| Employer contribution / active EE | $2,799 | $5,245-46.6% | $4,858-42.4% | $4,753-41.1% |
| Participant deferral / active EE | $10,861 | $8,101+34.1% | $7,759+40.0% | $6,711+61.8% |
| Admin fee / account holder | $10,427 | $12,402-15.9% | $10,764-3.1% | $11,407-8.6% |