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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 | $174,379+286.5% | $152,093+343.2% | $138,895+385.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 3.63% | 74.86%-71.2pp | 66.36%-62.7pp | 145.39%-141.8pp |
| Employer contribution / active EE | $3,795 | $4,652-18.4% | $4,175-9.1% | $4,194-9.5% |
| Participant deferral / active EE | $8,233 | $6,159+33.7% | $5,451+51.0% | $6,396+28.7% |
| Admin fee / account holder | $4,636 | $16,880-72.5% | $14,497-68.0% | $12,562-63.1% |