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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 | $590,494 | $160,028+269.0% | $147,080+301.5% | $145,884+304.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.61% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,191 | $5,286-77.5% | $4,933-75.9% | $4,662-74.5% |
| Participant deferral / active EE | $6,933 | $8,422-17.7% | $8,066-14.0% | $6,690+3.6% |
| Admin fee / account holder | $4,380 | $15,030-70.9% | $12,989-66.3% | $13,392-67.3% |