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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 | $904,676 | $174,379+418.8% | $152,093+494.8% | $138,895+551.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 3.31% | 74.86%-71.5pp | 66.36%-63.0pp | 145.39%-142.1pp |
| Employer contribution / active EE | $4,078 | $4,652-12.3% | $4,175-2.3% | $4,194-2.8% |
| Participant deferral / active EE | $6,859 | $6,159+11.4% | $5,451+25.8% | $6,396+7.2% |
| Admin fee / account holder | $24,276 | $16,880+43.8% | $14,497+67.5% | $12,562+93.2% |