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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 | $2,720,530 | $121,637+2136.6% | $104,605+2500.8% | $158,931+1611.8% |
| Participation rate | 6.7% | 77.5%-70.9pp | 74.1%-67.4pp | 82.0%-75.3pp |
| Annual return | -3.27% | 465.32%-468.6pp | 340.46%-343.7pp | 302.86%-306.1pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $975 | $4,177-76.7% | $3,739-73.9% | $5,982-83.7% |
| Admin fee / account holder | $3,370 | $7,788-56.7% | $6,473-47.9% | $11,247-70.0% |