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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 | $587,572 | $156,927+274.4% | $121,169+384.9% | $139,456+321.3% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 7.19% | 1475.85%-1468.7pp | 986.71%-979.5pp | 373.45%-366.3pp |
| Employer contribution / active EE | $5,000 | $5,542-9.8% | $4,168+20.0% | $4,753+5.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,946 | $6,946-28.8% | $5,645-12.4% | $11,407-56.6% |