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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 | $535,734 | $142,392+276.2% | $119,622+347.9% | $134,532+298.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | -12.46%-2.4pp | -14.98%+0.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $10,000 | $5,224+91.4% | $4,232+136.3% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,240 | $13,593+122.5% | $10,328+192.8% | $11,429+164.6% |