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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 | $573,904 | $126,519+353.6% | $106,201+440.4% | $145,959+293.2% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 7.34% | 225.10%-217.8pp | 116.26%-108.9pp | 561.95%-554.6pp |
| Employer contribution / active EE | $5,466 | $3,726+46.7% | $3,170+72.5% | $4,661+17.3% |
| Participant deferral / active EE | $13,607 | $5,716+138.1% | $5,012+171.5% | $6,689+103.4% |
| Admin fee / account holder | $1,422 | $17,312-91.8% | $11,039-87.1% | $13,398-89.4% |