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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 | $36,486 | $58,292-37.4% | $86,640-57.9% | $71,511-49.0% |
| Participation rate | 67.9% | 65.0%+2.8pp | 71.7%-3.9pp | 67.9%-0.1pp |
| Annual return | 104.56% | 21.63%+82.9pp | 592.52%-488.0pp | 28.86%+75.7pp |
| Employer contribution / active EE | $2,333 | $2,574-9.4% | $3,024-22.9% | $2,589-9.9% |
| Participant deferral / active EE | $4,265 | $3,438+24.1% | $4,438-3.9% | $4,291-0.6% |
| Admin fee / account holder | $6,724 | $1,057+535.9% | $5,616+19.7% | $1,588+323.3% |