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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 | $260,171 | $58,848+342.1% | $88,179+195.1% | $82,637+214.8% |
| Participation rate | 53.6% | 57.9%-4.3pp | 69.1%-15.6pp | 68.1%-14.5pp |
| Annual return | 11.06% | 22.76%-11.7pp | 64.97%-53.9pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,832 | $1,678+9.1% | $2,549-28.2% | $2,552-28.2% |
| Participant deferral / active EE | $5,618 | $3,124+79.9% | $4,614+21.8% | $4,126+36.2% |
| Admin fee / account holder | $3,939 | $4,795-17.9% | $7,673-48.7% | $7,339-46.3% |