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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 | $1,040,291 | $70,366+1378.4% | $66,674+1460.3% | $138,895+649.0% |
| Participation rate | 11.8% | 76.2%-64.4pp | 73.7%-61.9pp | 79.9%-68.2pp |
| Annual return | 6.71% | 386.41%-379.7pp | 321.24%-314.5pp | 145.39%-138.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $632 | $5,262-88.0% | $5,098-87.6% | $12,562-95.0% |