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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 | $591,668 | $183,627+222.2% | $155,602+280.2% | $145,978+305.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.93% | 61.32%-53.4pp | 64.81%-56.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $1,049 | $5,316-80.3% | $4,675-77.6% | $4,662-77.5% |
| Participant deferral / active EE | $2,403 | $6,466-62.8% | $5,629-57.3% | $6,690-64.1% |
| Admin fee / account holder | $1,474 | $19,327-92.4% | $15,923-90.7% | $13,400-89.0% |