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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 | $54,674-68.5% | $76,089-77.4% | $74,429-76.9% |
| Participation rate | 65.6% | 60.3%+5.3pp | 69.1%-3.5pp | 67.2%-1.6pp |
| Annual return | 17697.13% | 31.89%+17665.2pp | 360.94%+17336.2pp | 1368.38%+16328.7pp |
| Employer contribution / active EE | $1,538 | $1,781-13.6% | $2,690-42.8% | $2,625-41.4% |
| Participant deferral / active EE | $1,930 | $3,071-37.1% | $4,259-54.7% | $4,348-55.6% |
| Admin fee / account holder | $2,424 | $2,238+8.3% | $6,418-62.2% | $1,944+24.7% |