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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 | $629,017 | $81,643+670.4% | $70,462+792.7% | $158,950+295.7% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | -2.54% | 208.51%-211.1pp | 109.08%-111.6pp | 302.91%-305.5pp |
| Employer contribution / active EE | $4,361 | $3,218+35.5% | $2,737+59.3% | $4,762-8.4% |
| Participant deferral / active EE | $3,448 | $4,555-24.3% | $3,710-7.0% | $5,983-42.4% |
| Admin fee / account holder | $16,704 | $6,194+169.7% | $3,845+334.4% | $11,248+48.5% |