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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,804 | $100,262-52.3% | $81,370-41.3% | $145,897-67.2% |
| Participation rate | 69.6% | 74.3%-4.7pp | 69.5%0pp | 80.3%-10.7pp |
| Annual return | 13.28% | 34.52%-21.2pp | 24.85%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $5,708 | $2,979+91.6% | $2,464+131.7% | $4,663+22.4% |
| Participant deferral / active EE | $5,463 | $4,612+18.4% | $3,885+40.6% | $6,689-18.3% |
| Admin fee / account holder | $1,406 | $8,163-82.8% | $5,749-75.5% | $13,390-89.5% |