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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 | $181,062+272.3% | $158,223+326.0% | $155,188+334.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 3.63% | 57.39%-53.8pp | 52.09%-48.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $3,795 | $4,565-16.9% | $4,109-7.6% | $4,248-10.7% |
| Participant deferral / active EE | $8,233 | $6,134+34.2% | $5,467+50.6% | $6,531+26.1% |
| Admin fee / account holder | $4,636 | $18,825-75.4% | $16,047-71.1% | $14,480-68.0% |