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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 | $330,874 | $71,215+364.6% | $93,696+253.1% | $80,935+308.8% |
| Participation rate | 63.0% | 60.4%+2.6pp | 68.7%-5.8pp | 67.7%-4.7pp |
| Annual return | -1.21% | 11.27%-12.5pp | 133.74%-134.9pp | 35.66%-36.9pp |
| Employer contribution / active EE | $5,412 | $1,565+245.8% | $2,422+123.5% | $2,757+96.3% |
| Participant deferral / active EE | $10,060 | $4,037+149.2% | $4,417+127.8% | $4,299+134.0% |
| Admin fee / account holder | $9,314 | $6,958+33.9% | $8,287+12.4% | $6,924+34.5% |