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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 | $482,292 | $107,363+349.2% | $92,909+419.1% | $152,897+215.4% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 6.55% | 145.63%-139.1pp | 109.44%-102.9pp | 345.43%-338.9pp |
| Employer contribution / active EE | $1,144 | $4,222-72.9% | $3,653-68.7% | $4,764-76.0% |
| Participant deferral / active EE | $3,110 | $4,848-35.8% | $4,238-26.6% | $5,851-46.8% |
| Admin fee / account holder | $5,035 | $7,082-28.9% | $5,795-13.1% | $11,599-56.6% |