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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 | $544,836 | $124,175+338.8% | $108,405+402.6% | $167,553+225.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 7.37% | 1380.13%-1372.8pp | 905.55%-898.2pp | 478.89%-471.5pp |
| Employer contribution / active EE | $5,525 | $4,188+31.9% | $3,559+55.3% | $4,840+14.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,062 | $9,457-46.5% | $7,297-30.6% | $12,316-58.9% |