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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 | $431,450 | $144,130+199.3% | $117,861+266.1% | $147,586+192.3% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 5.28% | 531.20%-525.9pp | 335.11%-329.8pp | 578.59%-573.3pp |
| Employer contribution / active EE | $11,838 | $4,897+141.7% | $3,786+212.7% | $4,876+142.8% |
| Participant deferral / active EE | $8,872 | $5,316+66.9% | $4,482+97.9% | $5,439+63.1% |
| Admin fee / account holder | $243,688 | $10,887+2138.4% | $8,021+2938.3% | $10,886+2138.6% |