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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 | $2,855,445 | $182,442+1465.1% | $163,379+1647.7% | $138,895+1955.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 24.62% | 72.74%-48.1pp | 63.41%-38.8pp | 145.39%-120.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $25,000 | $6,817+266.7% | $6,282+298.0% | $6,396+290.9% |
| Admin fee / account holder | $150,000 | $10,396+1342.9% | $9,818+1427.8% | $12,562+1094.1% |