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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 | $700,551 | $156,398+347.9% | $147,318+375.5% | $138,895+404.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.10% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $6,766 | $4,853+39.4% | $4,593+47.3% | $4,194+61.3% |
| Participant deferral / active EE | $17,833 | $8,237+116.5% | $7,906+125.6% | $6,396+178.8% |
| Admin fee / account holder | $4,102 | $14,976-72.6% | $13,708-70.1% | $12,562-67.3% |