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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).
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 | $187,514 | $91,037+106.0% | $71,671+161.6% | $147,586+27.1% |
| Participation rate | 0.0% | 76.1%-76.1pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 14.90% | 20.48%-5.6pp | 20.65%-5.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,413 | $3,327-57.5% | $2,460-42.5% | $4,876-71.0% |
| Participant deferral / active EE | $3,785 | $4,498-15.8% | $3,438+10.1% | $5,439-30.4% |
| Admin fee / account holder | $10,870 | $8,613+26.2% | $5,558+95.6% | $10,886-0.1% |