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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 | $292,086 | $150,447+94.1% | $136,298+114.3% | $147,586+97.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 8.76% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $4,061 | $5,256-22.7% | $4,696-13.5% | $4,876-16.7% |
| Participant deferral / active EE | $6,084 | $6,631-8.2% | $6,247-2.6% | $5,439+11.9% |
| Admin fee / account holder | $133,501 | $10,906+1124.1% | $9,244+1344.2% | $10,886+1126.4% |