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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 | $5,605 | $65,904-91.5% | $160,784-96.5% | $79,634-93.0% |
| Participation rate | 36.7% | 56.2%-19.6pp | 77.0%-40.3pp | 62.5%-25.8pp |
| Annual return | 21.01% | 20.16%+0.9pp | 1803.92%-1782.9pp | 36.46%-15.5pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $590 | $3,692-84.0% | $6,293-90.6% | $3,835-84.6% |
| Admin fee / account holder | $429 | $965-55.6% | $9,717-95.6% | $1,002-57.2% |