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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 | $801,085 | $138,102+480.1% | $125,381+538.9% | $134,532+495.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -24.07% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $3,791 | $5,245-27.7% | $4,815-21.3% | $4,741-20.0% |
| Participant deferral / active EE | $11,875 | $7,801+52.2% | $7,448+59.4% | $6,401+85.5% |
| Admin fee / account holder | $7,451 | $11,568-35.6% | $10,007-25.5% | $11,429-34.8% |