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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.)
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 | $43,302 | $71,511-39.4% | - | $71,511-39.4% |
| Participation rate | 65.2% | 67.9%-2.8pp | - | 67.9%-2.8pp |
| Annual return | 20.42% | 28.86%-8.4pp | - | 28.86%-8.4pp |
| Employer contribution / active EE | $2,607 | $2,589+0.7% | - | $2,589+0.7% |
| Participant deferral / active EE | $4,887 | $4,291+13.9% | - | $4,291+13.9% |
| Admin fee / account holder | $5,955 | $1,588+274.9% | - | $1,588+274.9% |