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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 | $132,099+498.7% | $115,599+584.1% | $138,895+469.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 8.24% | 176.76%-168.5pp | 111.10%-102.9pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,904 | $3,416-44.3% | $2,955-35.6% | $4,194-54.6% |
| Participant deferral / active EE | $9,277 | $5,617+65.2% | $4,889+89.7% | $6,396+45.0% |
| Admin fee / account holder | $1,601 | $15,650-89.8% | $12,841-87.5% | $12,562-87.3% |