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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 | $125,193+358.4% | $105,591+443.5% | $145,978+293.1% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 7.34% | 225.53%-218.2pp | 116.43%-109.1pp | 550.52%-543.2pp |
| Employer contribution / active EE | $5,466 | $3,718+47.0% | $3,166+72.7% | $4,662+17.3% |
| Participant deferral / active EE | $13,607 | $5,708+138.4% | $5,008+171.7% | $6,690+103.4% |
| Admin fee / account holder | $1,422 | $17,277-91.8% | $11,024-87.1% | $13,400-89.4% |