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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 | $339,704 | $202,342+67.9% | $172,753+96.6% | $152,909+122.2% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.5%-70.0pp |
| Annual return | -44.98% | 1029.88%-1074.9pp | 803.00%-848.0pp | 345.46%-390.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $277,734 | $17,112+1523.1% | $13,956+1890.1% | $11,601+2294.1% |