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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 | $566,736 | $160,070+254.1% | $147,117+285.2% | $145,897+288.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.50% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $7,497 | $5,285+41.9% | $4,932+52.0% | $4,663+60.8% |
| Participant deferral / active EE | $11,164 | $8,419+32.6% | $8,065+38.4% | $6,689+66.9% |
| Admin fee / account holder | $94,037 | $15,035+525.4% | $12,993+623.8% | $13,390+602.3% |