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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 | $2,215,400 | $92,743+2288.8% | $82,744+2577.4% | $134,532+1546.7% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.5pp | 81.2%-70.1pp |
| Annual return | 98.95% | 946.63%-847.7pp | 702.22%-603.3pp | 418.27%-319.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,733 | $5,977+397.4% | $5,325+458.4% | $11,429+160.2% |