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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 | $819,581 | $162,136+405.5% | $152,301+438.1% | $154,746+429.6% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 7.92% | 91.02%-83.1pp | 80.50%-72.6pp | 172.34%-164.4pp |
| Employer contribution / active EE | $4,686 | $4,890-4.2% | $4,624+1.3% | $4,379+7.0% |
| Participant deferral / active EE | $9,457 | $8,341+13.4% | $8,004+18.2% | $6,730+40.5% |
| Admin fee / account holder | $41,473 | $15,759+163.2% | $14,398+188.1% | $14,365+188.7% |