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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 | $13,656 | $26,936-49.3% | $53,647-74.5% | $71,012-80.8% |
| Participation rate | 16.8% | 21.9%-5.0pp | 56.3%-39.4pp | 58.6%-41.7pp |
| Annual return | 19.71% | 81.59%-61.9pp | 358.33%-338.6pp | 37.67%-18.0pp |
| Employer contribution / active EE | $152 | $335-54.5% | $962-84.2% | $2,348-93.5% |
| Participant deferral / active EE | $497 | $590-15.8% | $1,813-72.6% | $3,246-84.7% |
| Admin fee / account holder | $930 | $2,177-57.3% | $2,460-62.2% | $1,167-20.3% |