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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 | $501,980 | $174,379+187.9% | $152,093+230.0% | $138,895+261.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 10.95% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $16,632 | $4,652+257.5% | $4,175+298.4% | $4,194+296.5% |
| Participant deferral / active EE | $10,742 | $6,159+74.4% | $5,451+97.1% | $6,396+67.9% |
| Admin fee / account holder | $719 | $16,880-95.7% | $14,497-95.0% | $12,562-94.3% |