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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 | $201,259+332.0% | $184,200+372.0% | $145,959+495.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.42% | 28.98%-19.6pp | 28.80%-19.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $4,551 | $7,018-35.2% | $6,424-29.2% | $4,661-2.4% |
| Participant deferral / active EE | $9,500 | $9,806-3.1% | $9,132+4.0% | $6,689+42.0% |
| Admin fee / account holder | $2,078 | $16,372-87.3% | $13,907-85.1% | $13,398-84.5% |