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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 | $712,958 | $148,623+379.7% | $135,974+424.3% | $139,466+411.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.91% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.8pp |
| Employer contribution / active EE | $8,067 | $5,246+53.8% | $4,859+66.0% | $4,754+69.7% |
| Participant deferral / active EE | $10,800 | $8,103+33.3% | $7,760+39.2% | $6,712+60.9% |
| Admin fee / account holder | $4,533 | $12,406-63.5% | $10,767-57.9% | $11,409-60.3% |