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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 | $615,897 | $72,071+754.6% | $68,368+800.9% | $137,256+348.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.00% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $13,739 | $2,788+392.8% | $2,649+418.7% | $4,156+230.6% |
| Participant deferral / active EE | $29,545 | $4,410+570.0% | $4,123+616.6% | $6,407+361.2% |
| Admin fee / account holder | $46,645 | $5,336+774.2% | $5,150+805.8% | $12,270+280.2% |