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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 | $118,916 | $55,446+114.5% | $155,574-23.6% | $74,429+59.8% |
| Participation rate | 65.7% | 61.9%+3.8pp | 78.2%-12.5pp | 67.2%-1.5pp |
| Annual return | 727.35% | 269.20%+458.2pp | 64.87%+662.5pp | 1368.38%-641.0pp |
| Employer contribution / active EE | $1,489 | $2,266-34.3% | $4,676-68.1% | $2,625-43.3% |
| Participant deferral / active EE | $2,916 | $2,836+2.8% | $5,629-48.2% | $4,348-32.9% |
| Admin fee / account holder | $14,608 | $1,743+738.1% | $15,914-8.2% | $1,944+651.3% |