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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 | $102,609+909.2% | $98,090+955.7% | $138,895+645.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 9.87% | 36.44%-26.6pp | 37.05%-27.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $16,406 | $3,867+324.2% | $3,606+354.9% | $4,194+291.2% |
| Participant deferral / active EE | $11,342 | $8,167+38.9% | $7,845+44.6% | $6,396+77.3% |
| Admin fee / account holder | $30,644 | $11,434+168.0% | $11,815+159.4% | $12,562+143.9% |