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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 | $537,335 | $211,224+154.4% | $178,505+201.0% | $145,897+268.3% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 7.43% | 30.28%-22.9pp | 27.16%-19.7pp | 552.29%-544.9pp |
| Employer contribution / active EE | $17,317 | $4,577+278.4% | $3,955+337.8% | $4,663+271.4% |
| Participant deferral / active EE | $11,616 | $6,966+66.8% | $6,280+85.0% | $6,689+73.6% |
| Admin fee / account holder | $3,877 | $12,109-68.0% | $10,428-62.8% | $13,390-71.0% |