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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 | $1,852,381 | $70,366+2532.5% | $66,674+2678.3% | $138,895+1233.7% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.7%-61.2pp | 79.9%-67.4pp |
| Annual return | 8.71% | 386.41%-377.7pp | 321.24%-312.5pp | 145.39%-136.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,712 | $5,262-48.5% | $5,098-46.8% | $12,562-78.4% |