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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 | $25,061 | $52,580-52.3% | $71,671-65.0% | $70,124-64.3% |
| Participation rate | 69.6% | 60.9%+8.7pp | 68.7%+0.8pp | 69.5%0pp |
| Annual return | 25.80% | 20.25%+5.5pp | 20.65%+5.2pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,049 | $1,616-35.1% | $2,460-57.4% | $2,342-55.2% |
| Participant deferral / active EE | $1,313 | $2,386-45.0% | $3,438-61.8% | $3,332-60.6% |
| Admin fee / account holder | $344 | $3,653-90.6% | $5,558-93.8% | $4,645-92.6% |