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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 | $571,200 | $217,427+162.7% | $185,837+207.4% | $167,518+241.0% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 10.40% | 148.39%-138.0pp | 122.08%-111.7pp | 478.71%-468.3pp |
| Employer contribution / active EE | $28,561 | $5,874+386.2% | $5,168+452.6% | $4,838+490.3% |
| Participant deferral / active EE | $9,672 | $6,357+52.1% | $5,568+73.7% | $6,342+52.5% |
| Admin fee / account holder | $104,993 | $19,816+429.8% | $16,241+546.4% | $12,312+752.7% |