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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 | $747,866 | $88,603+744.1% | $69,890+970.1% | $134,545+455.8% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -33.99% | 442.93%-476.9pp | 190.84%-224.8pp | 418.37%-452.4pp |
| Employer contribution / active EE | $9,150 | $3,236+182.8% | $2,560+257.4% | $4,742+93.0% |
| Participant deferral / active EE | $13,500 | $4,771+183.0% | $3,848+250.8% | $6,401+110.9% |
| Admin fee / account holder | $13,239 | $10,443+26.8% | $6,267+111.2% | $11,431+15.8% |