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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 | $936,619 | $72,071+1199.6% | $68,368+1270.0% | $137,256+582.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 10.59% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $29,167 | $2,788+946.2% | $2,649+1001.1% | $4,156+601.8% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $92,528 | $5,336+1634.2% | $5,150+1696.7% | $12,270+654.1% |