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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 | $468,939 | $115,780+305.0% | $101,255+363.1% | $158,931+195.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 6.62% | 56.14%-49.5pp | 46.48%-39.9pp | 302.86%-296.2pp |
| Employer contribution / active EE | $1,493 | $4,175-64.3% | $3,660-59.2% | $4,761-68.7% |
| Participant deferral / active EE | $17,333 | $4,958+249.6% | $4,370+296.6% | $5,982+189.7% |
| Admin fee / account holder | $2,814 | $7,246-61.2% | $5,946-52.7% | $11,247-75.0% |