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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 | $252,611 | $110,410+128.8% | $102,437+146.6% | $145,897+73.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 7.02% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $3,277 | $4,217-22.3% | $3,871-15.3% | $4,663-29.7% |
| Participant deferral / active EE | $14,742 | $5,622+162.2% | $5,060+191.3% | $6,689+120.4% |
| Admin fee / account holder | $10,890 | $9,745+11.7% | $8,388+29.8% | $13,390-18.7% |