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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 | $609,768 | $117,895+417.2% | $102,460+495.1% | $145,897+317.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | -1.29% | 31.92%-33.2pp | 29.47%-30.8pp | 552.29%-553.6pp |
| Employer contribution / active EE | $6,999 | $3,619+93.4% | $3,025+131.4% | $4,663+50.1% |
| Participant deferral / active EE | $3,409 | $5,736-40.6% | $5,056-32.6% | $6,689-49.0% |
| Admin fee / account holder | $5,674 | $13,353-57.5% | $9,460-40.0% | $13,390-57.6% |