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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 | $42,919 | $53,199-19.3% | $155,567-72.4% | $199,768-78.5% |
| Participation rate | 50.3% | 64.1%-13.8pp | 78.2%-27.8pp | 72.0%-21.7pp |
| Annual return | 551.46% | 41.17%+510.3pp | 64.74%+486.7pp | 34.26%+517.2pp |
| Employer contribution / active EE | $1,622 | $1,852-12.4% | $4,674-65.3% | $3,037-46.6% |
| Participant deferral / active EE | $2,765 | $3,163-12.6% | $5,628-50.9% | $5,090-45.7% |
| Admin fee / account holder | $2,359 | $186+1171.6% | $15,916-85.2% | $269+777.0% |