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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 | $256,690 | $165,399+55.2% | $149,745+71.4% | $158,982+61.5% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 8.06% | 348.34%-340.3pp | 276.72%-268.7pp | 302.99%-294.9pp |
| Employer contribution / active EE | $3,473 | $5,105-32.0% | $4,646-25.2% | $4,763-27.1% |
| Participant deferral / active EE | $25,000 | $7,183+248.1% | $6,843+265.3% | $5,983+317.8% |
| Admin fee / account holder | $8,284 | $10,811-23.4% | $9,312-11.0% | $11,252-26.4% |