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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 | $308,377 | $70,366+338.3% | $66,674+362.5% | $138,895+122.0% |
| Participation rate | 54.2% | 76.2%-22.0pp | 73.7%-19.5pp | 79.9%-25.8pp |
| Annual return | 10.19% | 386.41%-376.2pp | 321.24%-311.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,386 | $2,765-49.9% | $2,620-47.1% | $4,194-66.9% |
| Participant deferral / active EE | $2,249 | $4,374-48.6% | $4,084-44.9% | $6,396-64.8% |
| Admin fee / account holder | $67,206 | $5,262+1177.1% | $5,098+1218.3% | $12,562+435.0% |