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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 | $424,773 | $211,224+101.1% | $178,505+138.0% | $145,897+191.1% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 7.44% | 30.28%-22.8pp | 27.16%-19.7pp | 552.29%-544.9pp |
| Employer contribution / active EE | $2,200 | $4,577-51.9% | $3,955-44.4% | $4,663-52.8% |
| Participant deferral / active EE | $18,167 | $6,966+160.8% | $6,280+189.3% | $6,689+171.6% |
| Admin fee / account holder | $2,247 | $12,109-81.4% | $10,428-78.5% | $13,390-83.2% |