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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,090 | $80,781-72.7% | $102,437-78.4% | $74,478-70.3% |
| Participation rate | 57.0% | 65.7%-8.7pp | 74.5%-17.6pp | 67.2%-10.3pp |
| Annual return | 33.12% | 27.58%+5.5pp | 24.95%+8.2pp | 1370.56%-1337.4pp |
| Employer contribution / active EE | $1,240 | $3,160-60.8% | $3,871-68.0% | $2,626-52.8% |
| Participant deferral / active EE | $2,378 | $3,862-38.4% | $5,060-53.0% | $4,350-45.3% |
| Admin fee / account holder | $2,108 | $2,372-11.1% | $8,388-74.9% | $1,946+8.3% |