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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 | $1,762 | $54,558-96.8% | $76,051-97.7% | $74,400-97.6% |
| Participation rate | 41.2% | 60.3%-19.1pp | 69.1%-27.9pp | 67.2%-26.0pp |
| Annual return | 38.19% | 31.83%+6.4pp | 360.42%-322.2pp | 1367.51%-1329.3pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,690-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $612 | $3,065-80.0% | $4,257-85.6% | $4,348-85.9% |
| Admin fee / account holder | $331 | $2,232-85.2% | $6,416-94.8% | $1,944-83.0% |