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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 | $865,955 | $154,228+461.5% | $145,433+495.4% | $137,256+530.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 11.23% | 74.59%-63.4pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $883 | $4,804-81.6% | $4,554-80.6% | $4,156-78.7% |
| Participant deferral / active EE | $10,875 | $8,216+32.4% | $7,897+37.7% | $6,407+69.7% |
| Admin fee / account holder | $2,570 | $14,344-82.1% | $13,129-80.4% | $12,270-79.1% |