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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 | $55,437-54.5% | $155,534-83.8% | $74,459-66.1% |
| Participation rate | 53.3% | 61.9%-8.6pp | 78.2%-24.9pp | 67.2%-13.9pp |
| Annual return | 32.35% | 269.58%-237.2pp | 64.92%-32.6pp | 1369.70%-1337.4pp |
| Employer contribution / active EE | $1,234 | $2,266-45.5% | $4,675-73.6% | $2,626-53.0% |
| Participant deferral / active EE | $3,543 | $2,837+24.9% | $5,630-37.1% | $4,350-18.5% |
| Admin fee / account holder | $1,597 | $1,742-8.3% | $15,900-90.0% | $1,945-17.9% |