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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 | $25,213 | $55,470-54.5% | $155,556-83.8% | $74,478-66.1% |
| Participation rate | 53.3% | 61.9%-8.6pp | 78.2%-24.9pp | 67.2%-13.9pp |
| Annual return | 32.35% | 269.80%-237.5pp | 64.84%-32.5pp | 1370.56%-1338.2pp |
| Employer contribution / active EE | $1,234 | $2,267-45.5% | $4,675-73.6% | $2,626-53.0% |
| Participant deferral / active EE | $3,543 | $2,838+24.9% | $5,631-37.1% | $4,350-18.5% |
| Admin fee / account holder | $1,597 | $1,744-8.4% | $15,885-89.9% | $1,946-17.9% |