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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 | $476,737 | $111,830+326.3% | $93,696+408.8% | $145,884+226.8% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | -4.75% | 204.08%-208.8pp | 133.74%-138.5pp | 551.85%-556.6pp |
| Employer contribution / active EE | $1,959 | $3,093-36.7% | $2,422-19.1% | $4,662-58.0% |
| Participant deferral / active EE | $2,449 | $4,920-50.2% | $4,417-44.6% | $6,690-63.4% |
| Admin fee / account holder | $672 | $10,249-93.4% | $8,287-91.9% | $13,392-95.0% |