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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,168 | $41,016-92.3% | $152,093-97.9% | $64,097-95.1% |
| Participation rate | 57.6% | 51.3%+6.2pp | 77.8%-20.2pp | 55.2%+2.4pp |
| Annual return | 61.20% | 39.60%+21.6pp | 66.36%-5.2pp | 34.64%+26.6pp |
| Employer contribution / active EE | $511 | $1,342-61.9% | $4,175-87.8% | $1,891-73.0% |
| Participant deferral / active EE | $858 | $1,927-55.5% | $5,451-84.3% | $3,080-72.1% |
| Admin fee / account holder | $553 | $2,305-76.0% | $14,497-96.2% | $3,454-84.0% |