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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 | $18,802 | $29,733-36.8% | $56,025-66.4% | $80,959-76.8% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 11.54% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $3,466 | $672+416.0% | $1,042+232.8% | $2,757+25.7% |
| Participant deferral / active EE | $1,357 | $1,229+10.4% | $1,955-30.6% | $4,300-68.4% |
| Admin fee / account holder | $935 | $2,434-61.6% | $2,828-66.9% | $6,925-86.5% |