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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 | $317,705 | $127,790+148.6% | $106,555+198.2% | $167,536+89.6% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 4.64% | 33.88%-29.2pp | 26.80%-22.2pp | 478.82%-474.2pp |
| Employer contribution / active EE | $3,461 | $3,428+1.0% | $2,819+22.8% | $4,839-28.5% |
| Participant deferral / active EE | $6,760 | $5,088+32.9% | $4,399+53.7% | $6,342+6.6% |
| Admin fee / account holder | $3,380 | $11,229-69.9% | $7,408-54.4% | $12,315-72.6% |