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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 | $76,522+344.6% | $56,033+507.2% | $145,884+133.2% |
| Participation rate | 13.3% | 63.2%-49.9pp | 52.5%-39.2pp | 80.3%-67.0pp |
| Annual return | 1.50% | 3014.28%-3012.8pp | 1711.38%-1709.9pp | 551.85%-550.3pp |
| Employer contribution / active EE | $2,770 | $1,382+100.4% | $1,041+166.2% | $4,662-40.6% |
| Participant deferral / active EE | $1,238 | $2,624-52.8% | $1,954-36.6% | $6,690-81.5% |
| Admin fee / account holder | $1,534 | $3,328-53.9% | $2,827-45.7% | $13,392-88.5% |