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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 | $369,504 | $160,040+130.9% | $147,096+151.2% | $145,877+153.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.63% | 98.49%-92.9pp | 419.75%-414.1pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,815 | $5,289-65.7% | $4,936-63.2% | $4,663-61.1% |
| Participant deferral / active EE | $7,123 | $8,429-15.5% | $8,071-11.7% | $6,691+6.5% |
| Admin fee / account holder | $3,949 | $15,050-73.8% | $13,005-69.6% | $13,402-70.5% |