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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 | $47,105-76.0% | $68,368-83.4% | $67,986-83.4% |
| Participation rate | 67.6% | 51.8%+15.8pp | 73.8%-6.2pp | 57.2%+10.4pp |
| Annual return | 52.20% | 48.37%+3.8pp | 292.57%-240.4pp | 31.67%+20.5pp |
| Employer contribution / active EE | $1,433 | $1,859-22.9% | $2,649-45.9% | $2,019-29.0% |
| Participant deferral / active EE | $2,982 | $2,374+25.6% | $4,123-27.7% | $3,358-11.2% |
| Admin fee / account holder | $2,041 | $2,435-16.2% | $5,150-60.4% | $3,203-36.3% |