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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 | $1,532,007 | $129,959+1078.8% | $104,301+1368.8% | $134,509+1039.0% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -27.93% | 42.04%-70.0pp | 24.61%-52.5pp | 418.13%-446.1pp |
| Employer contribution / active EE | $1,926 | $4,185-54.0% | $3,373-42.9% | $4,741-59.4% |
| Participant deferral / active EE | $6,240 | $5,589+11.6% | $4,626+34.9% | $6,400-2.5% |
| Admin fee / account holder | $12,054 | $9,325+29.3% | $7,340+64.2% | $11,427+5.5% |