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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 | $425,764 | $70,366+505.1% | $66,674+538.6% | $138,895+206.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.54% | 386.41%-374.9pp | 321.24%-309.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,360 | $2,765-14.6% | $2,620-9.9% | $4,194-43.7% |
| Participant deferral / active EE | $19,920 | $4,374+355.4% | $4,084+387.8% | $6,396+211.4% |
| Admin fee / account holder | $2,989 | $5,262-43.2% | $5,098-41.4% | $12,562-76.2% |