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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 | $340,217 | $76,785+343.1% | $56,441+502.8% | $145,959+133.1% |
| Participation rate | 13.3% | 63.2%-49.9pp | 52.5%-39.2pp | 80.3%-67.0pp |
| Annual return | 1.50% | 3000.51%-2999.0pp | 1704.21%-1702.7pp | 561.95%-560.4pp |
| Employer contribution / active EE | $2,770 | $1,381+100.7% | $1,039+166.6% | $4,661-40.6% |
| Participant deferral / active EE | $1,238 | $2,624-52.8% | $1,953-36.6% | $6,689-81.5% |
| Admin fee / account holder | $1,534 | $3,334-54.0% | $2,829-45.8% | $13,398-88.6% |