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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 | $61,632 | $101,653-39.4% | $147,080-58.1% | $74,459-17.2% |
| Participation rate | 53.5% | 75.6%-22.0pp | 82.2%-28.6pp | 67.2%-13.7pp |
| Annual return | 14.67% | 8754.98%-8740.3pp | 420.17%-405.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,852 | $3,813-51.4% | $4,933-62.5% | $2,626-29.5% |
| Participant deferral / active EE | $3,821 | $7,304-47.7% | $8,066-52.6% | $4,350-12.2% |
| Admin fee / account holder | $3,029 | $1,752+72.9% | $12,989-76.7% | $1,945+55.7% |