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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 | $618,275 | $116,203+432.1% | $93,621+560.4% | $152,897+304.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | -2.51% | 35.96%-38.5pp | 32.76%-35.3pp | 345.43%-347.9pp |
| Employer contribution / active EE | $3,162 | $3,219-1.8% | $2,719+16.3% | $4,764-33.6% |
| Participant deferral / active EE | $10,750 | $4,605+133.5% | $4,070+164.2% | $5,851+83.7% |
| Admin fee / account holder | $5,852 | $10,751-45.6% | $7,890-25.8% | $11,599-49.5% |