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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 | $815,080 | $183,539+344.1% | $155,556+424.0% | $145,897+458.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.51% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $11,538 | $5,315+117.1% | $4,675+146.8% | $4,663+147.5% |
| Participant deferral / active EE | $17,053 | $6,467+163.7% | $5,631+202.9% | $6,689+154.9% |
| Admin fee / account holder | $5,551 | $19,275-71.2% | $15,885-65.1% | $13,390-58.5% |