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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 | $21,352 | $69,708-69.4% | $67,560-68.4% | $74,478-71.3% |
| Participation rate | 45.0% | 71.4%-26.4pp | 72.9%-27.9pp | 67.2%-22.2pp |
| Annual return | 18.84% | -40.67%+59.5pp | 3533.50%-3514.7pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $954 | $2,715-64.8% | $2,737-65.1% | $2,626-63.7% |
| Participant deferral / active EE | $1,722 | $3,637-52.6% | $4,004-57.0% | $4,350-60.4% |
| Admin fee / account holder | $1,395 | $887+57.3% | $3,994-65.1% | $1,946-28.3% |