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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 | $901,524 | $165,399+445.1% | $149,745+502.0% | $158,982+467.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 3.54% | 348.34%-344.8pp | 276.72%-273.2pp | 302.99%-299.5pp |
| Employer contribution / active EE | $2,521 | $5,105-50.6% | $4,646-45.7% | $4,763-47.1% |
| Participant deferral / active EE | $15,167 | $7,183+111.2% | $6,843+121.6% | $5,983+153.5% |
| Admin fee / account holder | $105,407 | $10,811+875.0% | $9,312+1032.0% | $11,252+836.8% |