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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 | $77,434 | $77,4190% | $69,461+11.5% | $152,885-49.4% |
| Participation rate | 69.2% | 78.1%-8.9pp | 74.6%-5.4pp | 82.5%-13.2pp |
| Annual return | 31.29% | 39.07%-7.8pp | 28.97%+2.3pp | 345.39%-314.1pp |
| Employer contribution / active EE | $2,648 | $3,315-20.1% | $2,779-4.7% | $4,763-44.4% |
| Participant deferral / active EE | $8,029 | $4,414+81.9% | $3,536+127.1% | $5,851+37.2% |
| Admin fee / account holder | $400 | $6,207-93.5% | $3,840-89.6% | $11,598-96.5% |