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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 | $16,389 | $65,946-75.1% | $81,783-80.0% | $77,671-78.9% |
| Participation rate | 30.7% | 65.8%-35.0pp | 72.4%-41.6pp | 70.6%-39.8pp |
| Annual return | 22.25% | 26.65%-4.4pp | 775.05%-752.8pp | 31.21%-9.0pp |
| Employer contribution / active EE | $697 | $2,371-70.6% | $2,913-76.1% | $2,726-74.5% |
| Participant deferral / active EE | $1,370 | $3,507-60.9% | $4,320-68.3% | $4,648-70.5% |
| Admin fee / account holder | $5,589 | $527+960.8% | $7,380-24.3% | $430+1198.6% |