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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 | $507,956 | $160,070+217.3% | $147,117+245.3% | $145,897+248.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.57% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,900 | $5,285-26.2% | $4,932-20.9% | $4,663-16.4% |
| Participant deferral / active EE | $13,298 | $8,419+57.9% | $8,065+64.9% | $6,689+98.8% |
| Admin fee / account holder | $7,520 | $15,035-50.0% | $12,993-42.1% | $13,390-43.8% |