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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 | $11,280 | $45,043-75.0% | $85,063-86.7% | $74,400-84.8% |
| Participation rate | 60.1% | 49.4%+10.7pp | 67.5%-7.4pp | 67.2%-7.1pp |
| Annual return | 13.86% | 26.26%-12.4pp | 66.54%-52.7pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $1,404 | $1,458-3.7% | $2,727-48.5% | $2,624-46.5% |
| Participant deferral / active EE | $2,591 | $2,733-5.2% | $4,523-42.7% | $4,348-40.4% |
| Admin fee / account holder | $1,164 | $2,210-47.3% | $6,155-81.1% | $1,944-40.1% |