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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 | $791,660 | $212,386+272.7% | $199,883+296.1% | $138,895+470.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 6.73% | 47.75%-41.0pp | 43.81%-37.1pp | 145.39%-138.7pp |
| Employer contribution / active EE | $1,439 | $6,625-78.3% | $6,261-77.0% | $4,194-65.7% |
| Participant deferral / active EE | $27,950 | $9,617+190.6% | $9,138+205.8% | $6,396+337.0% |
| Admin fee / account holder | $37,769 | $18,233+107.1% | $17,268+118.7% | $12,562+200.7% |