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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 | $2,412 | $27,243-91.1% | $52,425-95.4% | $79,634-97.0% |
| Participation rate | 51.8% | 22.4%+29.4pp | 55.6%-3.8pp | 62.5%-10.6pp |
| Annual return | 51.57% | 63.36%-11.8pp | 302.12%-250.6pp | 36.46%+15.1pp |
| Employer contribution / active EE | $536 | $319+67.9% | $914-41.4% | $2,529-78.8% |
| Participant deferral / active EE | $816 | $636+28.3% | $1,790-54.5% | $3,835-78.7% |
| Admin fee / account holder | $305 | $2,105-85.5% | $2,495-87.8% | $1,002-69.5% |