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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 | $327,806 | $109,908+198.3% | $97,161+237.4% | $145,978+124.6% |
| Participation rate | 38.9% | 75.9%-37.1pp | 72.7%-33.8pp | 80.3%-41.4pp |
| Annual return | 7.47% | 243.80%-236.3pp | 75.36%-67.9pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,286 | $3,077-58.2% | $2,723-52.8% | $4,662-72.4% |
| Participant deferral / active EE | $12,167 | $4,679+160.0% | $4,265+185.3% | $6,690+81.9% |
| Admin fee / account holder | $3,053 | $6,213-50.9% | $5,647-45.9% | $13,400-77.2% |