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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 | $7,132,844 | $78,690+8964.5% | $161,489+4316.9% | $87,485+8053.3% |
| Participation rate | 3.0% | 67.5%-64.4pp | 78.7%-75.7pp | 68.9%-65.9pp |
| Annual return | 11.20% | 32.74%-21.5pp | 89.72%-78.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $15,914 | $6,724+136.7% | $16,006-0.6% | $7,775+104.7% |