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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 | $338,939 | $88,778+281.8% | $81,844+314.1% | $145,884+132.3% |
| Participation rate | 9.1% | 75.1%-66.0pp | 72.4%-63.3pp | 80.3%-71.2pp |
| Annual return | 7.52% | 1033.03%-1025.5pp | 778.87%-771.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $886 | $3,087-71.3% | $2,916-69.6% | $4,662-81.0% |
| Participant deferral / active EE | $2,350 | $4,648-49.4% | $4,323-45.6% | $6,690-64.9% |
| Admin fee / account holder | $1,000 | $8,430-88.1% | $7,355-86.4% | $13,392-92.5% |