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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 | $17,227 | $54,558-68.4% | $76,002-77.3% | $74,546-76.9% |
| Participation rate | 65.6% | 60.3%+5.3pp | 69.1%-3.5pp | 67.2%-1.6pp |
| Annual return | 17697.13% | 31.83%+17665.3pp | 360.07%+17337.1pp | 1366.03%+16331.1pp |
| Employer contribution / active EE | $1,538 | $1,778-13.5% | $2,688-42.8% | $2,624-41.4% |
| Participant deferral / active EE | $1,930 | $3,065-37.0% | $4,257-54.7% | $4,347-55.6% |
| Admin fee / account holder | $2,424 | $2,232+8.6% | $6,414-62.2% | $1,944+24.7% |