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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 | $76,519+13.7% | $56,025+55.3% | $145,897-40.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.39% | 3017.03%-3004.6pp | 1712.69%-1700.3pp | 552.29%-539.9pp |
| Employer contribution / active EE | $14,134 | $1,383+921.7% | $1,042+1257.0% | $4,663+203.1% |
| Participant deferral / active EE | $52,207 | $2,624+1889.3% | $1,955+2571.1% | $6,689+680.5% |
| Admin fee / account holder | $12,955 | $3,331+288.9% | $2,828+358.0% | $13,390-3.3% |