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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 | $76,608+13.6% | $56,077+55.2% | $145,877-40.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.39% | 3009.59%-2997.2pp | 1709.28%-1696.9pp | 551.28%-538.9pp |
| Employer contribution / active EE | $14,134 | $1,382+923.0% | $1,040+1258.6% | $4,663+203.1% |
| Participant deferral / active EE | $52,207 | $2,624+1889.4% | $1,954+2571.8% | $6,691+680.3% |
| Admin fee / account holder | $12,955 | $3,325+289.6% | $2,825+358.6% | $13,402-3.3% |