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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 | $1,035,514 | $107,666+861.8% | $102,184+913.4% | $154,746+569.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 9.87% | 29.33%-19.5pp | 31.58%-21.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $16,406 | $3,846+326.6% | $3,594+356.5% | $4,379+274.6% |
| Participant deferral / active EE | $11,342 | $8,719+30.1% | $8,309+36.5% | $6,730+68.5% |
| Admin fee / account holder | $30,644 | $12,943+136.8% | $11,609+164.0% | $14,365+113.3% |