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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 | $1,351,774 | $183,592+636.3% | $155,574+768.9% | $145,877+826.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 5.95% | 61.37%-55.4pp | 64.87%-58.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $1,935 | $5,317-63.6% | $4,676-58.6% | $4,663-58.5% |
| Participant deferral / active EE | $6,869 | $6,466+6.2% | $5,629+22.0% | $6,691+2.7% |
| Admin fee / account holder | $12,390 | $19,316-35.9% | $15,914-22.1% | $13,402-7.6% |