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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 | $934,973 | $180,749+417.3% | $160,784+481.5% | $137,256+581.2% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | 10.17% | 2234.46%-2224.3pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $7,681 | $4,155+84.9% | $3,733+105.8% | $4,156+84.8% |
| Participant deferral / active EE | $9,393 | $6,844+37.2% | $6,293+49.3% | $6,407+46.6% |
| Admin fee / account holder | $3,112 | $10,397-70.1% | $9,717-68.0% | $12,270-74.6% |