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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 | $762,140 | $183,516+315.3% | $155,534+390.0% | $145,884+422.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 4.79% | 61.43%-56.6pp | 64.92%-60.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $11,647 | $5,315+119.1% | $4,675+149.1% | $4,662+149.8% |
| Participant deferral / active EE | $12,575 | $6,467+94.5% | $5,630+123.4% | $6,690+88.0% |
| Admin fee / account holder | $5,806 | $19,293-69.9% | $15,900-63.5% | $13,392-56.6% |