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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 | $869,378 | $201,370+331.7% | $184,256+371.8% | $145,897+495.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.42% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $4,551 | $7,024-35.2% | $6,427-29.2% | $4,663-2.4% |
| Participant deferral / active EE | $9,500 | $9,808-3.1% | $9,133+4.0% | $6,689+42.0% |
| Admin fee / account holder | $2,078 | $16,364-87.3% | $13,899-85.0% | $13,390-84.5% |