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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 | $377,189 | $156,398+141.2% | $147,318+156.0% | $138,895+171.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 9.10% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $3,000 | $4,853-38.2% | $4,593-34.7% | $4,194-28.5% |
| Participant deferral / active EE | $15,667 | $8,237+90.2% | $7,906+98.2% | $6,396+144.9% |
| Admin fee / account holder | $14,461 | $14,976-3.4% | $13,708+5.5% | $12,562+15.1% |