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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 | $53,174 | $101,672-47.7% | $147,117-63.9% | $74,478-28.6% |
| Participation rate | 61.7% | 75.5%-13.8pp | 82.2%-20.5pp | 67.2%-5.5pp |
| Annual return | 30.28% | 8757.83%-8727.5pp | 420.54%-390.3pp | 1370.56%-1340.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,139 | $7,305+38.8% | $8,065+25.7% | $4,350+133.1% |
| Admin fee / account holder | $5,562 | $1,753+217.2% | $12,993-57.2% | $1,946+185.8% |