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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 | $313,456 | $92,707+238.1% | $82,726+278.9% | $134,493+133.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -16.47% | 945.12%-961.6pp | 701.33%-717.8pp | 418.01%-434.5pp |
| Employer contribution / active EE | $891 | $3,274-72.8% | $3,009-70.4% | $4,740-81.2% |
| Participant deferral / active EE | $1,509 | $4,801-68.6% | $4,394-65.7% | $6,400-76.4% |
| Admin fee / account holder | $11,961 | $5,980+100.0% | $5,328+124.5% | $11,425+4.7% |