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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 | $685,814 | $114,119+501.0% | $107,187+539.8% | $138,895+393.8% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 10.99% | 273.21%-262.2pp | 204.55%-193.6pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,170 | $4,059-71.2% | $3,782-69.1% | $4,194-72.1% |
| Participant deferral / active EE | $6,764 | $5,538+22.1% | $5,096+32.7% | $6,396+5.7% |
| Admin fee / account holder | $163,817 | $10,024+1534.3% | $9,162+1687.9% | $12,562+1204.1% |