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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 | $272,406 | $129,737+110.0% | $119,126+128.7% | $154,746+76.0% |
| Participation rate | 52.6% | 78.9%-26.2pp | 75.8%-23.1pp | 80.7%-28.1pp |
| Annual return | 7.05% | 379.08%-372.0pp | 282.11%-275.1pp | 172.34%-165.3pp |
| Employer contribution / active EE | $7,895 | $4,375+80.5% | $4,034+95.7% | $4,379+80.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $457 | $11,961-96.2% | $10,693-95.7% | $14,365-96.8% |