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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 | $356,703 | $72,426+392.5% | $67,560+428.0% | $145,897+144.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 8.60% | 7226.78%-7218.2pp | 3533.50%-3524.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $36,395 | $3,074+1083.8% | $2,737+1229.9% | $4,663+680.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,937 | $5,514-46.7% | $3,994-26.5% | $13,390-78.1% |