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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 | $21,652 | $60,261-64.1% | $81,783-73.5% | $74,546-71.0% |
| Participation rate | 47.9% | 62.9%-15.0pp | 72.4%-24.5pp | 67.2%-19.4pp |
| Annual return | 14.12% | 16.88%-2.8pp | 775.05%-760.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $894 | $2,622-65.9% | $2,913-69.3% | $2,624-65.9% |
| Participant deferral / active EE | $1,406 | $3,388-58.5% | $4,320-67.5% | $4,347-67.7% |
| Admin fee / account holder | $746 | $1,482-49.7% | $7,380-89.9% | $1,944-61.6% |