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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,780 | $79,169-37.1% | $100,415-50.4% | $74,478-33.2% |
| Participation rate | 61.1% | 79.4%-18.3pp | 81.5%-20.4pp | 67.2%-6.1pp |
| Annual return | 39.90% | 20.51%+19.4pp | 49.47%-9.6pp | 1370.56%-1330.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,086 | $7,751+43.0% | $8,091+37.0% | $4,350+154.8% |
| Admin fee / account holder | $5,043 | $1,337+277.1% | $7,906-36.2% | $1,946+159.2% |