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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 | $100,139+169.9% | $85,187+217.3% | $145,884+85.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 7.57% | 84.15%-76.6pp | 66.67%-59.1pp | 551.85%-544.3pp |
| Employer contribution / active EE | $11,119 | $3,238+243.4% | $2,732+306.9% | $4,662+138.5% |
| Participant deferral / active EE | $7,693 | $5,296+45.3% | $4,525+70.0% | $6,690+15.0% |
| Admin fee / account holder | $12,843 | $7,262+76.8% | $6,162+108.4% | $13,392-4.1% |