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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 | $1,041,591 | $176,120+491.4% | $159,487+553.1% | $167,553+521.6% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 8.35% | 331.95%-323.6pp | 263.71%-255.4pp | 478.89%-470.5pp |
| Employer contribution / active EE | $3,983 | $5,299-24.8% | $4,831-17.6% | $4,840-17.7% |
| Participant deferral / active EE | $10,214 | $7,752+31.8% | $7,354+38.9% | $6,343+61.0% |
| Admin fee / account holder | $5,802 | $12,561-53.8% | $10,804-46.3% | $12,316-52.9% |