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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 | $258,187 | $183,592+40.6% | $155,574+66.0% | $145,877+77.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.68% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,125 | $5,317-41.2% | $4,676-33.2% | $4,663-33.0% |
| Participant deferral / active EE | $10,125 | $6,466+56.6% | $5,629+79.9% | $6,691+51.3% |
| Admin fee / account holder | $2,065 | $19,316-89.3% | $15,914-87.0% | $13,402-84.6% |