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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 | $837,004 | $133,998+524.6% | $112,263+645.6% | $134,545+522.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -29.95% | 47.17%-77.1pp | 27.49%-57.4pp | 418.37%-448.3pp |
| Employer contribution / active EE | $1,866 | $4,040-53.8% | $3,636-48.7% | $4,742-60.6% |
| Participant deferral / active EE | $5,200 | $5,292-1.7% | $4,729+10.0% | $6,401-18.8% |
| Admin fee / account holder | $5,842 | $7,493-22.0% | $6,410-8.9% | $11,431-48.9% |