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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 | $406,899 | $135,645+200.0% | $110,243+269.1% | $135,379+200.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -9.08% | 513.24%-522.3pp | 314.76%-323.8pp | 519.79%-528.9pp |
| Employer contribution / active EE | $26,819 | $4,907+446.6% | $3,827+600.8% | $4,779+461.2% |
| Participant deferral / active EE | $14,133 | $5,507+156.6% | $4,672+202.5% | $5,609+152.0% |
| Admin fee / account holder | $100,485 | $11,458+777.0% | $8,548+1075.6% | $10,828+828.0% |