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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 | $2,931,343 | $111,535+2528.2% | $105,223+2685.8% | $137,256+2035.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 75.93% | 237.85%-161.9pp | 180.65%-104.7pp | 220.34%-144.4pp |
| Employer contribution / active EE | $14,800 | $3,939+275.7% | $3,689+301.2% | $4,156+256.1% |
| Participant deferral / active EE | $52,457 | $5,500+853.8% | $5,072+934.3% | $6,407+718.8% |
| Admin fee / account holder | $125,685 | $9,721+1192.9% | $8,859+1318.8% | $12,270+924.3% |