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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 | $44,146 | $58,859-25.0% | $129,339-65.9% | $77,692-43.2% |
| Participation rate | 33.5% | 59.3%-25.8pp | 69.6%-36.1pp | 70.6%-37.1pp |
| Annual return | 121.29% | 24.74%+96.5pp | 9437.05%-9315.8pp | 31.25%+90.0pp |
| Employer contribution / active EE | $982 | $1,952-49.7% | $4,154-76.4% | $2,726-64.0% |
| Participant deferral / active EE | $1,869 | $3,215-41.9% | $4,170-55.2% | $4,648-59.8% |
| Admin fee / account holder | $5,300 | $591+797.5% | $7,668-30.9% | $431+1131.1% |