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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 | $1,820 | $100,061-98.2% | $120,344-98.5% | $64,728-97.2% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.7%-14.8pp | 57.9%+4.0pp |
| Annual return | 65.52% | 16.53%+49.0pp | 20.30%+45.2pp | 49.38%+16.1pp |
| Employer contribution / active EE | $0 | $3,112-100.0% | $3,020-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $747 | $4,955-84.9% | $5,135-85.5% | $2,729-72.6% |
| Admin fee / account holder | $382 | $428-10.8% | $12,742-97.0% | $1,145-66.6% |