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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 | $14,198 | $27,243-47.9% | $52,425-72.9% | $79,634-82.2% |
| Participation rate | 15.2% | 22.4%-7.2pp | 55.6%-40.4pp | 62.5%-47.3pp |
| Annual return | 13.99% | 63.36%-49.4pp | 302.12%-288.1pp | 36.46%-22.5pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $572 | $636-10.0% | $1,790-68.0% | $3,835-85.1% |
| Admin fee / account holder | $700 | $2,105-66.7% | $2,495-71.9% | $1,002-30.1% |