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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 | $503,992 | $102,595+391.2% | $94,057+435.8% | $154,746+225.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 9.83% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $5,643 | $3,147+79.3% | $2,933+92.4% | $4,379+28.9% |
| Participant deferral / active EE | $6,271 | $5,118+22.5% | $4,709+33.2% | $6,730-6.8% |
| Admin fee / account holder | $126,174 | $7,736+1531.0% | $7,244+1641.7% | $14,365+778.3% |