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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 | $563,478 | $154,228+265.4% | $145,433+287.4% | $137,256+310.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 4.20% | 74.59%-70.4pp | 66.58%-62.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $6,070 | $4,804+26.3% | $4,554+33.3% | $4,156+46.0% |
| Participant deferral / active EE | $10,498 | $8,216+27.8% | $7,897+32.9% | $6,407+63.9% |
| Admin fee / account holder | $14,833 | $14,344+3.4% | $13,129+13.0% | $12,270+20.9% |