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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 | $7,557 | $50,919-85.2% | $155,556-95.1% | $77,762-90.3% |
| Participation rate | 62.7% | 63.1%-0.4pp | 78.2%-15.6pp | 70.6%-7.9pp |
| Annual return | 212.44% | 34.84%+177.6pp | 64.84%+147.6pp | 31.27%+181.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,921 | $2,824+3.4% | $5,631-48.1% | $4,651-37.2% |
| Admin fee / account holder | $350 | $437-20.0% | $15,885-97.8% | $433-19.3% |