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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 | $27,590 | $55,446-50.2% | $155,574-82.3% | $74,429-62.9% |
| Participation rate | 53.7% | 61.9%-8.2pp | 78.2%-24.5pp | 67.2%-13.5pp |
| Annual return | 30.17% | 269.20%-239.0pp | 64.87%-34.7pp | 1368.38%-1338.2pp |
| Employer contribution / active EE | $901 | $2,266-60.2% | $4,676-80.7% | $2,625-65.7% |
| Participant deferral / active EE | $2,113 | $2,836-25.5% | $5,629-62.5% | $4,348-51.4% |
| Admin fee / account holder | $598 | $1,743-65.7% | $15,914-96.2% | $1,944-69.2% |