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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).
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 | $63,270 | $114,119-44.6% | $107,187-41.0% | $138,895-54.4% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 16.74% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $102,309 | $4,059+2420.7% | $3,782+2605.0% | $4,194+2339.3% |
| Participant deferral / active EE | $238,445 | $5,538+4205.8% | $5,096+4579.1% | $6,396+3627.9% |
| Admin fee / account holder | $3,716 | $10,024-62.9% | $9,162-59.4% | $12,562-70.4% |