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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 | $41,539 | $79,045-47.4% | $100,378-58.6% | $74,429-44.2% |
| Participation rate | 64.6% | 79.4%-14.8pp | 81.5%-16.9pp | 67.2%-2.6pp |
| Annual return | 65.58% | 20.61%+45.0pp | 49.41%+16.2pp | 1368.38%-1302.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,904 | $7,751+66.5% | $8,087+59.6% | $4,348+196.8% |
| Admin fee / account holder | $4,301 | $1,335+222.2% | $7,899-45.5% | $1,944+121.2% |