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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 | $348,059 | $154,228+125.7% | $145,433+139.3% | $137,256+153.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.55% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $14,822 | $4,804+208.5% | $4,554+225.4% | $4,156+256.6% |
| Participant deferral / active EE | $11,583 | $8,216+41.0% | $7,897+46.7% | $6,407+80.8% |
| Admin fee / account holder | $423,090 | $14,344+2849.7% | $13,129+3122.6% | $12,270+3348.1% |