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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 | $11,931 | $29,569-59.7% | $56,077-78.7% | $77,714-84.6% |
| Participation rate | 12.8% | 32.6%-19.8pp | 52.5%-39.7pp | 70.6%-57.8pp |
| Annual return | 76.99% | 18.90%+58.1pp | 1709.28%-1632.3pp | 31.26%+45.7pp |
| Employer contribution / active EE | $534 | $569-6.1% | $1,040-48.7% | $2,727-80.4% |
| Participant deferral / active EE | $756 | $1,061-28.7% | $1,954-61.3% | $4,649-83.7% |
| Admin fee / account holder | $2,433 | $1,042+133.5% | $2,825-13.9% | $433+461.6% |