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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $14,381 | $80,731-82.2% | $103,378-86.1% | $74,400-80.7% |
| Participation rate | 64.9% | 65.7%-0.8pp | 74.5%-9.6pp | 67.2%-2.3pp |
| Annual return | 2913.94% | 27.56%+2886.4pp | 24.91%+2889.0pp | 1367.51%+1546.4pp |
| Employer contribution / active EE | $867 | $3,159-72.6% | $3,870-77.6% | $2,624-67.0% |
| Participant deferral / active EE | $1,535 | $3,862-60.2% | $5,058-69.6% | $4,348-64.7% |
| Admin fee / account holder | $762 | $2,369-67.8% | $8,401-90.9% | $1,944-60.8% |