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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 | $1,206,500 | $156,398+671.4% | $147,318+719.0% | $138,895+768.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.83% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $23,250 | $4,853+379.1% | $4,593+406.2% | $4,194+454.3% |
| Participant deferral / active EE | $17,375 | $8,237+110.9% | $7,906+119.8% | $6,396+171.6% |
| Admin fee / account holder | $16,501 | $14,976+10.2% | $13,708+20.4% | $12,562+31.4% |