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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $2,129,543 | $137,256+1451.5% | $2,129,5430% | $137,256+1451.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 33.3%0pp | 80.0%-46.6pp |
| Annual return | 13.84% | 220.34%-206.5pp | 13.84%0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,200 | $4,156-71.1% | $1,2000% | $4,156-71.1% |
| Participant deferral / active EE | $1,250 | $6,407-80.5% | $1,2500% | $6,407-80.5% |
| Admin fee / account holder | $2,289 | $12,270-81.3% | $2,2890% | $12,270-81.3% |