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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 | $420,537 | $162,821+158.3% | $133,978+213.9% | $158,982+164.5% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 4.81% | 41.95%-37.1pp | 45.10%-40.3pp | 302.99%-298.2pp |
| Employer contribution / active EE | $2,946 | $4,976-40.8% | $3,919-24.8% | $4,763-38.2% |
| Participant deferral / active EE | $8,454 | $5,910+43.0% | $5,047+67.5% | $5,983+41.3% |
| Admin fee / account holder | $4,057 | $11,742-65.4% | $8,930-54.6% | $11,252-63.9% |