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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 | $351,664 | $154,228+128.0% | $145,433+141.8% | $137,256+156.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.94% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $17,875 | $4,804+272.1% | $4,554+292.5% | $4,156+330.1% |
| Participant deferral / active EE | $9,010 | $8,216+9.7% | $7,897+14.1% | $6,407+40.6% |
| Admin fee / account holder | $1,305 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |