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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 | $485,881 | $184,014+164.0% | $161,149+201.5% | $138,895+249.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 9.65% | 21.52%-11.9pp | 21.16%-11.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $1,556 | $5,055-69.2% | $4,360-64.3% | $4,194-62.9% |
| Participant deferral / active EE | $13,162 | $6,909+90.5% | $6,153+113.9% | $6,396+105.8% |
| Admin fee / account holder | $14,104 | $18,027-21.8% | $15,194-7.2% | $12,562+12.3% |