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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 | $11,320 | $45,900-75.3% | $94,057-88.0% | $64,340-82.4% |
| Participation rate | 67.6% | 50.6%+17.0pp | 73.3%-5.8pp | 55.2%+12.3pp |
| Annual return | 52.20% | 50.47%+1.7pp | 480.62%-428.4pp | 24.14%+28.1pp |
| Employer contribution / active EE | $1,433 | $1,612-11.1% | $2,933-51.1% | $1,862-23.0% |
| Participant deferral / active EE | $2,982 | $2,102+41.8% | $4,709-36.7% | $2,980+0.1% |
| Admin fee / account holder | $2,041 | $3,143-35.1% | $7,244-71.8% | $3,703-44.9% |