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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 | $544,594 | $156,398+248.2% | $147,318+269.7% | $138,895+292.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.89% | 78.75%-66.9pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $12,500 | $4,853+157.6% | $4,593+172.2% | $4,194+198.0% |
| Participant deferral / active EE | $10,167 | $8,237+23.4% | $7,906+28.6% | $6,396+58.9% |
| Admin fee / account holder | $3,039 | $14,976-79.7% | $13,708-77.8% | $12,562-75.8% |