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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 | $387,717 | $78,694+392.7% | $67,652+473.1% | $125,389+209.2% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | -3.97% | 9.46%-13.4pp | 6625.40%-6629.4pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,154 | $3,044-62.1% | $2,266-49.1% | $4,866-76.3% |
| Participant deferral / active EE | $3,371 | $4,292-21.5% | $3,560-5.3% | $5,352-37.0% |
| Admin fee / account holder | $63,238 | $7,403+754.2% | $4,821+1211.8% | $9,541+562.8% |