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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 | $331,847 | $73,988+348.5% | $96,538+243.7% | $75,177+341.4% |
| Participation rate | 67.7% | 66.4%+1.3pp | 74.3%-6.6pp | 67.2%+0.5pp |
| Annual return | 11.86% | 26.73%-14.9pp | 35.74%-23.9pp | 160.75%-148.9pp |
| Employer contribution / active EE | $19,938 | $2,930+580.4% | $3,740+433.1% | $2,671+646.4% |
| Participant deferral / active EE | $6,112 | $3,660+67.0% | $4,880+25.2% | $4,126+48.1% |
| Admin fee / account holder | $41,030 | $5,220+686.1% | $6,737+509.0% | $5,651+626.0% |