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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 | $528,271 | $155,555+239.6% | $146,866+259.7% | $155,188+240.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 9.49% | 115.41%-105.9pp | 102.85%-93.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $3,200 | $4,647-31.1% | $4,425-27.7% | $4,248-24.7% |
| Participant deferral / active EE | $15,333 | $8,044+90.6% | $7,759+97.6% | $6,531+134.8% |
| Admin fee / account holder | $4,105 | $14,755-72.2% | $13,620-69.9% | $14,480-71.7% |