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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 | $630,454 | $154,228+308.8% | $145,433+333.5% | $137,256+359.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.03% | 74.59%-66.6pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,293 | $4,804-73.1% | $4,554-71.6% | $4,156-68.9% |
| Participant deferral / active EE | $3,000 | $8,216-63.5% | $7,897-62.0% | $6,407-53.2% |
| Admin fee / account holder | $10,699 | $14,344-25.4% | $13,129-18.5% | $12,270-12.8% |