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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,641 | $57,140-97.1% | $85,240-98.1% | $80,959-98.0% |
| Participation rate | 44.3% | 56.4%-12.1pp | 67.5%-23.2pp | 67.7%-23.3pp |
| Annual return | 30.24% | 21.71%+8.5pp | 66.75%-36.5pp | 35.67%-5.4pp |
| Employer contribution / active EE | $251 | $1,802-86.1% | $2,735-90.8% | $2,757-90.9% |
| Participant deferral / active EE | $869 | $3,115-72.1% | $4,527-80.8% | $4,300-79.8% |
| Admin fee / account holder | $348 | $4,992-93.0% | $6,165-94.4% | $6,925-95.0% |