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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 | $6,527 | $49,657-86.9% | $93,063-93.0% | $67,986-90.4% |
| Participation rate | 69.0% | 49.9%+19.0pp | 72.1%-3.1pp | 57.2%+11.8pp |
| Annual return | 32.91% | 26.27%+6.6pp | 34.15%-1.2pp | 31.67%+1.2pp |
| Employer contribution / active EE | $1,426 | $1,279+11.6% | $2,476-42.4% | $2,019-29.3% |
| Participant deferral / active EE | $2,080 | $2,484-16.3% | $3,958-47.5% | $3,358-38.1% |
| Admin fee / account holder | $1,156 | $2,843-59.3% | $6,033-80.8% | $3,203-63.9% |