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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 | $654,865 | $162,136+303.9% | $152,301+330.0% | $154,746+323.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.51% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $7,603 | $4,890+55.5% | $4,624+64.4% | $4,379+73.6% |
| Participant deferral / active EE | $11,459 | $8,341+37.4% | $8,004+43.2% | $6,730+70.3% |
| Admin fee / account holder | $3,575 | $15,759-77.3% | $14,398-75.2% | $14,365-75.1% |