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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 | $256,596 | $183,539+39.8% | $155,556+65.0% | $145,897+75.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.15% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,490 | $5,315-72.0% | $4,675-68.1% | $4,663-68.0% |
| Participant deferral / active EE | $4,046 | $6,467-37.4% | $5,631-28.1% | $6,689-39.5% |
| Admin fee / account holder | $8,342 | $19,275-56.7% | $15,885-47.5% | $13,390-37.7% |