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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 | $415,847 | $72,071+477.0% | $68,368+508.3% | $137,256+203.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 9.43% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $12,675 | $2,788+354.6% | $2,649+378.5% | $4,156+205.0% |
| Participant deferral / active EE | $3,833 | $4,410-13.1% | $4,123-7.0% | $6,407-40.2% |
| Admin fee / account holder | $3,906 | $5,336-26.8% | $5,150-24.2% | $12,270-68.2% |