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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 | $155,555+321.0% | $146,866+345.9% | $155,188+322.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 10.51% | 115.41%-104.9pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $7,603 | $4,647+63.6% | $4,425+71.8% | $4,248+79.0% |
| Participant deferral / active EE | $11,459 | $8,044+42.4% | $7,759+47.7% | $6,531+75.4% |
| Admin fee / account holder | $3,575 | $14,755-75.8% | $13,620-73.8% | $14,480-75.3% |