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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 | $575,252 | $114,119+404.1% | $107,187+436.7% | $138,895+314.2% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 10.24% | 273.21%-263.0pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,045 | $4,059-74.3% | $3,782-72.4% | $4,194-75.1% |
| Participant deferral / active EE | $6,358 | $5,538+14.8% | $5,096+24.8% | $6,396-0.6% |
| Admin fee / account holder | $2,134 | $10,024-78.7% | $9,162-76.7% | $12,562-83.0% |