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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 | $146,484 | $26,549+451.7% | $61,452+138.4% | $66,938+118.8% |
| Participation rate | 15.2% | 38.1%-22.9pp | 52.6%-37.4pp | 69.8%-54.6pp |
| Annual return | 103.50% | -16.21%+119.7pp | 338.96%-235.5pp | 1.58%+101.9pp |
| Employer contribution / active EE | $407 | $651-37.6% | $1,160-64.9% | $2,545-84.0% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,238-100.0% |
| Admin fee / account holder | $2,229 | $409+445.5% | $2,131+4.6% | $594+275.6% |