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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 | $737,074 | $174,379+322.7% | $152,093+384.6% | $138,895+430.7% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 9.39% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $3,972 | $4,652-14.6% | $4,175-4.9% | $4,194-5.3% |
| Participant deferral / active EE | $9,650 | $6,159+56.7% | $5,451+77.0% | $6,396+50.9% |
| Admin fee / account holder | $6,561 | $16,880-61.1% | $14,497-54.7% | $12,562-47.8% |