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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 | $265,024 | $100,203+164.5% | $85,240+210.9% | $145,897+81.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 6.50% | 84.28%-77.8pp | 66.75%-60.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,235 | $3,242-61.9% | $2,735-54.9% | $4,663-73.5% |
| Participant deferral / active EE | $20,333 | $5,299+283.8% | $4,527+349.1% | $6,689+204.0% |
| Admin fee / account holder | $2,445 | $7,265-66.3% | $6,165-60.3% | $13,390-81.7% |