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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 | $389,129 | $109,411+255.7% | $89,435+335.1% | $158,982+144.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.49% | 345.68%-330.2pp | 245.55%-230.1pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $26,000 | $4,600+465.2% | $3,890+568.3% | $5,983+334.5% |
| Admin fee / account holder | $4,256 | $6,159-30.9% | $4,884-12.9% | $11,252-62.2% |