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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 | $1,312,214 | $97,125+1251.1% | $86,233+1421.7% | $137,256+856.0% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.0%-56.5pp | 80.0%-67.5pp |
| Annual return | -5.40% | 74.19%-79.6pp | 61.39%-66.8pp | 220.34%-225.7pp |
| Employer contribution / active EE | $1,250 | $2,841-56.0% | $2,504-50.1% | $4,156-69.9% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,971 | $9,725-69.4% | $8,342-64.4% | $12,270-75.8% |