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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 | $513,816 | $96,361+433.2% | $80,607+537.4% | $139,456+268.4% |
| Participation rate | 56.3% | 73.6%-17.4pp | 67.0%-10.8pp | 80.3%-24.1pp |
| Annual return | -3.32% | 1350.95%-1354.3pp | 936.11%-939.4pp | 373.45%-376.8pp |
| Employer contribution / active EE | $857 | $3,262-73.7% | $2,724-68.5% | $4,753-82.0% |
| Participant deferral / active EE | $1,603 | $5,232-69.4% | $4,448-64.0% | $6,711-76.1% |
| Admin fee / account holder | $2,472 | $6,601-62.5% | $5,379-54.0% | $11,407-78.3% |