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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 | $790,831 | $132,634+496.3% | $115,768+583.1% | $137,256+476.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 8.24% | 160.70%-152.5pp | 100.46%-92.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,904 | $3,360-43.3% | $2,940-35.2% | $4,156-54.2% |
| Participant deferral / active EE | $9,277 | $5,619+65.1% | $4,917+88.7% | $6,407+44.8% |
| Admin fee / account holder | $1,601 | $15,028-89.3% | $12,439-87.1% | $12,270-87.0% |