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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 | $940,951 | $70,366+1237.2% | $66,674+1311.3% | $138,895+577.5% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.7%-51.5pp | 79.9%-57.7pp |
| Annual return | 10.88% | 386.41%-375.5pp | 321.24%-310.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $588 | $2,765-78.7% | $2,620-77.5% | $4,194-86.0% |
| Participant deferral / active EE | $6,667 | $4,374+52.4% | $4,084+63.2% | $6,396+4.2% |
| Admin fee / account holder | $15,654 | $5,262+197.5% | $5,098+207.0% | $12,562+24.6% |