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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 | $674,005 | $172,111+291.6% | $150,298+348.4% | $137,256+391.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 3.63% | 69.37%-65.7pp | 62.79%-59.2pp | 220.34%-216.7pp |
| Employer contribution / active EE | $3,795 | $4,636-18.2% | $4,154-8.7% | $4,156-8.7% |
| Participant deferral / active EE | $8,233 | $6,166+33.5% | $5,453+51.0% | $6,407+28.5% |
| Admin fee / account holder | $4,636 | $16,471-71.9% | $14,116-67.2% | $12,270-62.2% |