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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 | $440,218 | $174,379+152.4% | $152,093+189.4% | $138,895+216.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 8.57% | 74.86%-66.3pp | 66.36%-57.8pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,343 | $4,652-49.6% | $4,175-43.9% | $4,194-44.1% |
| Participant deferral / active EE | $6,735 | $6,159+9.3% | $5,451+23.5% | $6,396+5.3% |
| Admin fee / account holder | $2,072 | $16,880-87.7% | $14,497-85.7% | $12,562-83.5% |