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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 | $293,056 | $72,071+306.6% | $68,368+328.6% | $137,256+113.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 2.35% | 353.14%-350.8pp | 292.57%-290.2pp | 220.34%-218.0pp |
| Employer contribution / active EE | $7,200 | $2,788+158.3% | $2,649+171.8% | $4,156+73.2% |
| Participant deferral / active EE | $11,151 | $4,410+152.8% | $4,123+170.5% | $6,407+74.0% |
| Admin fee / account holder | $542,683 | $5,336+10071.1% | $5,150+10437.9% | $12,270+4322.8% |