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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 | $494,068 | $96,731+410.8% | $123,973+298.5% | $86,983+468.0% |
| Participation rate | 33.3% | 70.0%-36.7pp | 76.7%-43.3pp | 69.5%-36.2pp |
| Annual return | 10.65% | 17.33%-6.7pp | 388.13%-377.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,874 | $3,297-43.2% | $4,126-54.6% | $2,584-27.5% |
| Participant deferral / active EE | $4,530 | $4,152+9.1% | $5,247-13.7% | $4,194+8.0% |
| Admin fee / account holder | $3,887 | $8,722-55.4% | $11,799-67.1% | $7,856-50.5% |