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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 | $540,249 | $76,371+607.4% | $93,621+477.1% | $72,976+640.3% |
| Participation rate | 0.0% | 71.8%-71.8pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 1.73% | 25.82%-24.1pp | 32.76%-31.0pp | 81.02%-79.3pp |
| Employer contribution / active EE | $3,076 | $2,276+35.2% | $2,719+13.1% | $2,440+26.1% |
| Participant deferral / active EE | $2,287 | $3,538-35.4% | $4,070-43.8% | $3,608-36.6% |
| Admin fee / account holder | $4,615 | $6,839-32.5% | $7,890-41.5% | $5,124-9.9% |