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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 | $1,779,434 | $167,353+963.3% | $143,797+1137.5% | $134,545+1222.6% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.7pp | 81.2%-64.6pp |
| Annual return | -27.74% | 0.48%-28.2pp | -0.04%-27.7pp | 418.37%-446.1pp |
| Employer contribution / active EE | $6,750 | $5,620+20.1% | $4,952+36.3% | $4,742+42.4% |
| Participant deferral / active EE | $4,500 | $6,447-30.2% | $5,638-20.2% | $6,401-29.7% |
| Admin fee / account holder | $14,718 | $18,096-18.7% | $14,679+0.3% | $11,431+28.8% |