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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 | $721,010 | $156,398+361.0% | $147,318+389.4% | $138,895+419.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.07% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $3,885 | $4,853-20.0% | $4,593-15.4% | $4,194-7.4% |
| Participant deferral / active EE | $10,463 | $8,237+27.0% | $7,906+32.3% | $6,396+63.6% |
| Admin fee / account holder | $3,691 | $14,976-75.4% | $13,708-73.1% | $12,562-70.6% |