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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 | $360,101 | $72,071+399.6% | $68,368+426.7% | $137,256+162.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.51% | 353.14%-344.6pp | 292.57%-284.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,870 | $2,788-32.9% | $2,649-29.4% | $4,156-55.0% |
| Participant deferral / active EE | $5,633 | $4,410+27.7% | $4,123+36.6% | $6,407-12.1% |
| Admin fee / account holder | $1,103 | $5,336-79.3% | $5,150-78.6% | $12,270-91.0% |