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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 | $76,846 | $58,859+30.6% | $129,339-40.6% | $77,692-1.1% |
| Participation rate | 50.8% | 59.3%-8.6pp | 69.6%-18.9pp | 70.6%-19.8pp |
| Annual return | 580.54% | 24.74%+555.8pp | 9437.05%-8856.5pp | 31.25%+549.3pp |
| Employer contribution / active EE | $752 | $1,952-61.5% | $4,154-81.9% | $2,726-72.4% |
| Participant deferral / active EE | $1,707 | $3,215-46.9% | $4,170-59.1% | $4,648-63.3% |
| Admin fee / account holder | $9,667 | $591+1537.1% | $7,668+26.1% | $431+2145.5% |