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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 | $574,818 | $156,398+267.5% | $147,318+290.2% | $138,895+313.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 7.13% | 78.75%-71.6pp | 70.43%-63.3pp | 145.39%-138.3pp |
| Employer contribution / active EE | $6,850 | $4,853+41.1% | $4,593+49.1% | $4,194+63.3% |
| Participant deferral / active EE | $16,900 | $8,237+105.2% | $7,906+113.8% | $6,396+164.2% |
| Admin fee / account holder | $7,288 | $14,976-51.3% | $13,708-46.8% | $12,562-42.0% |