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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 | $21,497 | $101,539-78.8% | $147,041-85.4% | $74,400-71.1% |
| Participation rate | 63.6% | 75.5%-12.0pp | 82.2%-18.6pp | 67.2%-3.6pp |
| Annual return | 20.40% | 8740.84%-8720.4pp | 419.21%-398.8pp | 1367.51%-1347.1pp |
| Employer contribution / active EE | $2,365 | $3,811-37.9% | $4,935-52.1% | $2,624-9.9% |
| Participant deferral / active EE | $3,268 | $7,304-55.3% | $8,071-59.5% | $4,348-24.8% |
| Admin fee / account holder | $1,665 | $1,749-4.8% | $13,006-87.2% | $1,944-14.3% |