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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 | $591,530 | $209,336+182.6% | $197,124+200.1% | $137,256+331.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 7.84% | 48.09%-40.3pp | 44.34%-36.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $13,847 | $6,591+110.1% | $6,227+122.4% | $4,156+233.2% |
| Participant deferral / active EE | $10,958 | $9,614+14.0% | $9,135+20.0% | $6,407+71.0% |
| Admin fee / account holder | $2,488 | $17,308-85.6% | $16,298-84.7% | $12,270-79.7% |