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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 | $2,401,908 | $175,259+1270.5% | $149,723+1504.2% | $139,487+1622.0% |
| Participation rate | 11.1% | 83.4%-72.3pp | 78.8%-67.7pp | 80.3%-69.2pp |
| Annual return | 9.74% | 166.82%-157.1pp | 134.50%-124.8pp | 373.84%-364.1pp |
| Employer contribution / active EE | $4,833 | $5,478-11.8% | $4,821+0.2% | $4,755+1.7% |
| Participant deferral / active EE | $3,333 | $6,522-48.9% | $5,682-41.3% | $6,713-50.3% |
| Admin fee / account holder | $308,363 | $16,158+1808.4% | $13,215+2233.5% | $11,407+2603.2% |