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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $641,008 | $162,812+293.7% | $133,971+378.5% | $158,966+303.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 7.13% | 41.94%-34.8pp | 45.09%-38.0pp | 302.95%-295.8pp |
| Employer contribution / active EE | $20,884 | $4,976+319.7% | $3,919+432.9% | $4,762+338.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $75,212 | $11,741+540.6% | $8,929+742.3% | $11,250+568.5% |