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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 | $270,262 | $99,995+170.3% | $85,063+217.7% | $145,978+85.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 7.57% | 83.99%-76.4pp | 66.54%-59.0pp | 550.52%-543.0pp |
| Employer contribution / active EE | $11,119 | $3,231+244.1% | $2,727+307.7% | $4,662+138.5% |
| Participant deferral / active EE | $7,693 | $5,295+45.3% | $4,523+70.1% | $6,690+15.0% |
| Admin fee / account holder | $12,843 | $7,255+77.0% | $6,155+108.6% | $13,400-4.2% |