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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 | $662,710 | $180,749+266.6% | $160,784+312.2% | $137,256+382.8% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 4.96% | 2234.46%-2229.5pp | 1803.92%-1799.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $4,494 | $4,155+8.1% | $3,733+20.4% | $4,156+8.1% |
| Participant deferral / active EE | $12,400 | $6,844+81.2% | $6,293+97.0% | $6,407+93.5% |
| Admin fee / account holder | $24,817 | $10,397+138.7% | $9,717+155.4% | $12,270+102.3% |