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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 | $445,067 | $110,307+303.5% | $96,576+360.8% | $139,456+219.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 32.68% | 26.40%+6.3pp | 25.87%+6.8pp | 373.45%-340.8pp |
| Employer contribution / active EE | $14,515 | $3,619+301.0% | $2,965+389.6% | $4,753+205.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $20,213 | $11,597+74.3% | $8,253+144.9% | $11,407+77.2% |