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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 | $8,637 | $79,634-89.2% | $64,489-86.6% | $79,634-89.2% |
| Participation rate | 64.2% | 62.5%+1.7pp | 67.7%-3.5pp | 62.5%+1.7pp |
| Annual return | 32.74% | 36.46%-3.7pp | 55.03%-22.3pp | 36.46%-3.7pp |
| Employer contribution / active EE | $877 | $2,529-65.3% | $1,523-42.4% | $2,529-65.3% |
| Participant deferral / active EE | $1,370 | $3,835-64.3% | $2,778-50.7% | $3,835-64.3% |
| Admin fee / account holder | $2,049 | $1,002+104.5% | $4,260-51.9% | $1,002+104.5% |