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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 | $264,359 | $109,905+140.5% | $98,506+168.4% | $167,553+57.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 7.71% | 1960.20%-1952.5pp | 1494.92%-1487.2pp | 478.89%-471.2pp |
| Employer contribution / active EE | $2,867 | $3,226-11.1% | $2,961-3.2% | $4,840-40.8% |
| Participant deferral / active EE | $11,597 | $4,674+148.1% | $4,277+171.2% | $6,343+82.8% |
| Admin fee / account holder | $28,673 | $6,760+324.2% | $5,955+381.5% | $12,316+132.8% |