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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 | $274,638 | $166,020+65.4% | $164,866+66.6% | $145,959+88.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 8.07% | 100.08%-92.0pp | 69.97%-61.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $3,027 | $5,275-42.6% | $4,343-30.3% | $4,661-35.1% |
| Participant deferral / active EE | $7,834 | $6,961+12.5% | $6,033+29.9% | $6,689+17.1% |
| Admin fee / account holder | $1,745 | $16,644-89.5% | $12,689-86.3% | $13,398-87.0% |