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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.)
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 | $3,864 | $83,369-95.4% | $105,223-96.3% | $67,986-94.3% |
| Participation rate | 48.5% | 56.3%-7.8pp | 75.0%-26.5pp | 57.2%-8.7pp |
| Annual return | 14.45% | 24.64%-10.2pp | 180.65%-166.2pp | 31.67%-17.2pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,134 | $3,295-65.6% | $5,072-77.6% | $3,358-66.2% |
| Admin fee / account holder | $524 | $4,073-87.1% | $8,859-94.1% | $3,203-83.6% |