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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,121 | $208,397+41.6% | - | $154,746+90.7% |
| Participation rate | 40.0% | 84.1%-44.1pp | - | 80.7%-40.7pp |
| Annual return | 0.00% | 1131.44%-1131.4pp | - | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $7,386-100.0% | - | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,789-100.0% | - | $6,730-100.0% |
| Admin fee / account holder | $794 | $11,092-92.8% | - | $14,365-94.5% |