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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 | $327,145 | $157,276+108.0% | $141,177+131.7% | $152,885+114.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.89% | 64.33%-39.4pp | 71.40%-46.5pp | 345.39%-320.5pp |
| Employer contribution / active EE | $3,977 | $5,262-24.4% | $4,736-16.0% | $4,763-16.5% |
| Participant deferral / active EE | $18,182 | $7,110+155.7% | $6,710+171.0% | $5,851+210.8% |
| Admin fee / account holder | $49,658 | $12,123+309.6% | $10,263+383.9% | $11,598+328.2% |