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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 | $1,402 | $56,121-97.5% | $92,985-98.5% | $64,340-97.8% |
| Participation rate | 69.8% | 44.9%+24.8pp | 69.5%+0.3pp | 55.2%+14.5pp |
| Annual return | 24.83% | 19.19%+5.6pp | 27.99%-3.2pp | 24.14%+0.7pp |
| Employer contribution / active EE | $375 | $1,351-72.3% | $2,662-85.9% | $1,862-79.9% |
| Participant deferral / active EE | $903 | $2,362-61.8% | $4,377-79.4% | $2,980-69.7% |
| Admin fee / account holder | $569 | $6,869-91.7% | $9,463-94.0% | $3,703-84.6% |