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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 | $65,960-75.2% | $81,882-80.0% | $77,762-78.9% |
| Participation rate | 30.7% | 65.8%-35.0pp | 72.4%-41.6pp | 70.6%-39.8pp |
| Annual return | 22.25% | 26.64%-4.4pp | 779.47%-757.2pp | 31.27%-9.0pp |
| Employer contribution / active EE | $697 | $2,375-70.7% | $2,916-76.1% | $2,728-74.5% |
| Participant deferral / active EE | $1,370 | $3,505-60.9% | $4,323-68.3% | $4,651-70.6% |
| Admin fee / account holder | $5,589 | $526+961.5% | $7,360-24.1% | $433+1191.0% |