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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 | $282,422 | $97,078+190.9% | $103,065+174.0% | $145,897+93.6% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.6%-23.4pp | 80.3%-23.2pp |
| Annual return | 7.21% | 25.49%-18.3pp | 23.95%-16.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $15,926 | $4,680+240.3% | $4,675+240.7% | $4,663+241.6% |
| Participant deferral / active EE | $10,512 | $6,601+59.2% | $6,625+58.7% | $6,689+57.1% |
| Admin fee / account holder | $1,279 | $12,505-89.8% | $9,349-86.3% | $13,390-90.4% |