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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 | $261,570 | $79,894+227.4% | $135,792+92.6% | $82,637+216.5% |
| Participation rate | 23.1% | 63.0%-39.9pp | 72.6%-49.5pp | 68.1%-45.0pp |
| Annual return | 10.22% | 17.20%-7.0pp | 25.96%-15.7pp | 53.51%-43.3pp |
| Employer contribution / active EE | $763 | $2,165-64.8% | $3,496-78.2% | $2,552-70.1% |
| Participant deferral / active EE | $1,091 | $3,194-65.8% | $4,759-77.1% | $4,126-73.6% |
| Admin fee / account holder | $3,358 | $6,434-47.8% | $12,266-72.6% | $7,339-54.2% |