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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 | $103,024-98.2% | $112,040-98.4% | $79,634-97.7% |
| Participation rate | 61.9% | 80.6%-18.6pp | 76.5%-14.6pp | 62.5%-0.6pp |
| Annual return | 65.52% | 17.60%+47.9pp | 24.52%+41.0pp | 36.46%+29.1pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $747 | $5,233-85.7% | $5,098-85.3% | $3,835-80.5% |
| Admin fee / account holder | $382 | $465-17.8% | $12,098-96.8% | $1,002-61.8% |