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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 | $87,011 | $76,785+13.3% | $56,441+54.2% | $145,959-40.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.39% | 3000.51%-2988.1pp | 1704.21%-1691.8pp | 561.95%-549.6pp |
| Employer contribution / active EE | $14,134 | $1,381+923.8% | $1,039+1260.2% | $4,661+203.3% |
| Participant deferral / active EE | $52,207 | $2,624+1889.8% | $1,953+2573.3% | $6,689+680.5% |
| Admin fee / account holder | $12,955 | $3,334+288.6% | $2,829+357.9% | $13,398-3.3% |