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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 | $32,393 | $80,781-59.9% | $102,437-68.4% | $74,478-56.5% |
| Participation rate | 1.8% | 65.7%-63.9pp | 74.5%-72.7pp | 67.2%-65.4pp |
| Annual return | 209.45% | 27.58%+181.9pp | 24.95%+184.5pp | 1370.56%-1161.1pp |
| Employer contribution / active EE | $1,324 | $3,160-58.1% | $3,871-65.8% | $2,626-49.6% |
| Participant deferral / active EE | $2,650 | $3,862-31.4% | $5,060-47.6% | $4,350-39.1% |
| Admin fee / account holder | $1,342 | $2,372-43.4% | $8,388-84.0% | $1,946-31.1% |