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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 | $6,967 | $64,705-89.2% | $62,929-88.9% | $67,986-89.8% |
| Participation rate | 57.3% | 65.6%-8.3pp | 73.1%-15.8pp | 57.2%+0.1pp |
| Annual return | 24.62% | 20.31%+4.3pp | 1063.93%-1039.3pp | 31.67%-7.0pp |
| Employer contribution / active EE | $770 | $2,376-67.6% | $2,505-69.2% | $2,019-61.8% |
| Participant deferral / active EE | $1,610 | $3,198-49.7% | $3,888-58.6% | $3,358-52.1% |
| Admin fee / account holder | $492 | $1,428-65.6% | $5,065-90.3% | $3,203-84.6% |