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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 | $507,956 | $159,978+217.5% | $147,041+245.5% | $145,978+248.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 9.57% | 98.36%-88.8pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $3,900 | $5,288-26.3% | $4,935-21.0% | $4,662-16.4% |
| Participant deferral / active EE | $13,298 | $8,429+57.8% | $8,071+64.8% | $6,690+98.8% |
| Admin fee / account holder | $7,520 | $15,053-50.0% | $13,006-42.2% | $13,400-43.9% |