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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 | $129,497 | $99,652+29.9% | $78,778+64.4% | $147,585-12.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 8.73% | 47.28%-38.6pp | 35.62%-26.9pp | 578.58%-569.9pp |
| Employer contribution / active EE | $5,227 | $2,796+87.0% | $1,986+163.2% | $4,876+7.2% |
| Participant deferral / active EE | $4,215 | $3,664+15.0% | $2,958+42.5% | $5,439-22.5% |
| Admin fee / account holder | $952 | $7,155-86.7% | $5,134-81.5% | $10,886-91.3% |