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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 | $629,116 | $162,136+288.0% | $152,301+313.1% | $154,746+306.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.52% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $6,278 | $4,890+28.4% | $4,624+35.8% | $4,379+43.4% |
| Participant deferral / active EE | $10,387 | $8,341+24.5% | $8,004+29.8% | $6,730+54.3% |
| Admin fee / account holder | $790 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |