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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 | $284,779 | $81,749+248.4% | $58,544+386.4% | $139,456+104.2% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 5.61% | 7425.45%-7419.8pp | 4249.56%-4244.0pp | 373.45%-367.8pp |
| Employer contribution / active EE | $1,129 | $1,398-19.3% | $1,053+7.2% | $4,753-76.3% |
| Participant deferral / active EE | $5,586 | $2,555+118.6% | $1,923+190.5% | $6,711-16.8% |
| Admin fee / account holder | $6,036 | $3,272+84.4% | $2,520+139.5% | $11,407-47.1% |