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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 | $100,203+169.7% | $85,240+217.1% | $145,897+85.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 7.57% | 84.28%-76.7pp | 66.75%-59.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $11,119 | $3,242+243.0% | $2,735+306.5% | $4,663+138.5% |
| Participant deferral / active EE | $7,693 | $5,299+45.2% | $4,527+69.9% | $6,689+15.0% |
| Admin fee / account holder | $12,843 | $7,265+76.8% | $6,165+108.3% | $13,390-4.1% |