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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 | $269,958 | $111,830+141.4% | $93,696+188.1% | $145,884+85.1% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 7.82% | 204.08%-196.3pp | 133.74%-125.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,345 | $3,093-24.2% | $2,422-3.2% | $4,662-49.7% |
| Participant deferral / active EE | $8,750 | $4,920+77.8% | $4,417+98.1% | $6,690+30.8% |
| Admin fee / account holder | $2,566 | $10,249-75.0% | $8,287-69.0% | $13,392-80.8% |