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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,466 | $100,911-91.6% | $90,440-90.6% | $158,966-94.7% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 9.06% | 1726.62%-1717.6pp | 1294.38%-1285.3pp | 302.95%-293.9pp |
| Employer contribution / active EE | $60,102 | $3,690+1528.7% | $3,263+1741.9% | $4,762+1162.0% |
| Participant deferral / active EE | $112,383 | $4,348+2484.4% | $3,964+2735.4% | $5,983+1778.3% |
| Admin fee / account holder | $742 | $6,507-88.6% | $5,615-86.8% | $11,250-93.4% |