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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 | $31,250 | $73,532-57.5% | $178,505-82.5% | $74,478-58.0% |
| Participation rate | 47.6% | 66.6%-18.9pp | 77.1%-29.5pp | 67.2%-19.6pp |
| Annual return | 11.62% | 17.49%-5.9pp | 27.16%-15.5pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,167 | $2,221-47.4% | $3,955-70.5% | $2,626-55.6% |
| Participant deferral / active EE | $2,151 | $4,519-52.4% | $6,280-65.7% | $4,350-50.5% |
| Admin fee / account holder | $1,947 | $1,813+7.4% | $10,428-81.3% | $1,946+0.1% |