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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 | $54,021 | $101,653-46.9% | $147,080-63.3% | $74,459-27.4% |
| Participation rate | 50.8% | 75.6%-24.8pp | 82.2%-31.4pp | 67.2%-16.4pp |
| Annual return | 15.15% | 8754.98%-8739.8pp | 420.17%-405.0pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,942 | $3,813-49.1% | $4,933-60.6% | $2,626-26.0% |
| Participant deferral / active EE | $4,167 | $7,304-42.9% | $8,066-48.3% | $4,350-4.2% |
| Admin fee / account holder | $745 | $1,752-57.5% | $12,989-94.3% | $1,945-61.7% |