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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 | $44,535 | $48,314-7.8% | $67,561-34.1% | $80,925-45.0% |
| Participation rate | 65.6% | 66.4%-0.8pp | 72.9%-7.3pp | 67.7%-2.0pp |
| Annual return | 19.62% | 18.28%+1.3pp | 3525.44%-3505.8pp | 35.65%-16.0pp |
| Employer contribution / active EE | $1,287 | $2,022-36.3% | $2,735-52.9% | $2,756-53.3% |
| Participant deferral / active EE | $2,782 | $2,927-4.9% | $4,003-30.5% | $4,299-35.3% |
| Admin fee / account holder | $1,300 | $3,690-64.8% | $4,006-67.5% | $6,940-81.3% |