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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 | $964,180 | $110,337+773.9% | $102,383+841.7% | $145,877+561.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 8.45% | 24.83%-16.4pp | 24.94%-16.5pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $61,000 | $5,621+985.3% | $5,060+1105.6% | $6,691+811.7% |
| Admin fee / account holder | $30,500 | $9,750+212.8% | $8,391+263.5% | $13,402+127.6% |