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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 | $636,398 | $165,399+284.8% | $149,745+325.0% | $158,982+300.3% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 9.30% | 348.34%-339.0pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,510 | $5,105-50.8% | $4,646-46.0% | $4,763-47.3% |
| Participant deferral / active EE | $6,790 | $7,183-5.5% | $6,843-0.8% | $5,983+13.5% |
| Admin fee / account holder | $25,760 | $10,811+138.3% | $9,312+176.6% | $11,252+128.9% |