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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 | $594,792 | $183,592+224.0% | $155,574+282.3% | $145,877+307.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.62% | 61.37%-52.8pp | 64.87%-56.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $11,501 | $5,317+116.3% | $4,676+146.0% | $4,663+146.6% |
| Participant deferral / active EE | $16,333 | $6,466+152.6% | $5,629+190.1% | $6,691+144.1% |
| Admin fee / account holder | $7,363 | $19,316-61.9% | $15,914-53.7% | $13,402-45.1% |