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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 | $352,701 | $103,392+241.1% | $87,104+304.9% | $152,897+130.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.03% | 28.10%-7.1pp | 28.19%-7.2pp | 345.43%-324.4pp |
| Employer contribution / active EE | $10,644 | $3,221+230.5% | $2,521+322.2% | $4,764+123.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $44,517 | $12,194+265.1% | $7,491+494.3% | $11,599+283.8% |