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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 | $379,209 | $159,934+137.1% | $147,005+158.0% | $145,959+159.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.30% | 98.24%-88.9pp | 418.76%-409.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,180 | $5,287-58.8% | $4,934-55.8% | $4,661-53.2% |
| Participant deferral / active EE | $11,000 | $8,427+30.5% | $8,070+36.3% | $6,689+64.5% |
| Admin fee / account holder | $32,769 | $15,053+117.7% | $13,006+151.9% | $13,398+144.6% |