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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 | $17,017 | $55,446-69.3% | $155,574-89.1% | $74,429-77.1% |
| Participation rate | 62.2% | 61.9%+0.3pp | 78.2%-16.1pp | 67.2%-5.1pp |
| Annual return | 12.47% | 269.20%-256.7pp | 64.87%-52.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $996 | $2,266-56.0% | $4,676-78.7% | $2,625-62.0% |
| Participant deferral / active EE | $1,410 | $2,836-50.3% | $5,629-75.0% | $4,348-67.6% |
| Admin fee / account holder | $861 | $1,743-50.6% | $15,914-94.6% | $1,944-55.7% |