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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 | $537,128 | $160,070+235.6% | $147,117+265.1% | $145,897+268.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.00% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $4,000 | $5,285-24.3% | $4,932-18.9% | $4,663-14.2% |
| Participant deferral / active EE | $14,067 | $8,419+67.1% | $8,065+74.4% | $6,689+110.3% |
| Admin fee / account holder | $3,204 | $15,035-78.7% | $12,993-75.3% | $13,390-76.1% |