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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 | $212,386+178.5% | $199,883+195.9% | $138,895+325.9% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 7.84% | 47.75%-39.9pp | 43.81%-36.0pp | 145.39%-137.6pp |
| Employer contribution / active EE | $13,847 | $6,625+109.0% | $6,261+121.2% | $4,194+230.1% |
| Participant deferral / active EE | $10,958 | $9,617+13.9% | $9,138+19.9% | $6,396+71.3% |
| Admin fee / account holder | $2,488 | $18,233-86.4% | $17,268-85.6% | $12,562-80.2% |