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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 | $11,179,685 | $183,539+5991.2% | $155,556+7086.9% | $145,897+7562.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 17.86% | 61.31%-43.4pp | 64.84%-47.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $69,000 | $5,315+1198.1% | $4,675+1375.8% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $454,110 | $19,275+2256.0% | $15,885+2758.7% | $13,390+3291.3% |