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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 | $28,167-49.6% | $73,658-80.7% | $64,728-78.1% |
| Participation rate | 15.2% | 21.1%-5.9pp | 57.0%-41.9pp | 57.9%-42.7pp |
| Annual return | 13.99% | 139.75%-125.8pp | 29.72%-15.7pp | 49.38%-35.4pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $572 | $597-4.2% | $2,062-72.2% | $2,729-79.0% |
| Admin fee / account holder | $700 | $1,791-60.9% | $3,357-79.1% | $1,145-38.9% |