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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 | $25,202 | $60,393-58.3% | $81,820-69.2% | $74,429-66.1% |
| Participation rate | 62.4% | 62.9%-0.5pp | 72.4%-10.0pp | 67.2%-4.8pp |
| Annual return | 39.79% | 16.89%+22.9pp | 777.93%-738.1pp | 1368.38%-1328.6pp |
| Employer contribution / active EE | $475 | $2,626-81.9% | $2,915-83.7% | $2,625-81.9% |
| Participant deferral / active EE | $4,798 | $3,397+41.2% | $4,323+11.0% | $4,348+10.3% |
| Admin fee / account holder | $904 | $1,491-39.4% | $7,391-87.8% | $1,944-53.5% |