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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 | $266,879 | $217,427+22.7% | $185,837+43.6% | $167,518+59.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.53% | 148.39%-137.9pp | 122.08%-111.5pp | 478.71%-468.2pp |
| Employer contribution / active EE | $11,640 | $5,874+98.2% | $5,168+125.2% | $4,838+140.6% |
| Participant deferral / active EE | $9,252 | $6,357+45.5% | $5,568+66.2% | $6,342+45.9% |
| Admin fee / account holder | $426 | $19,816-97.9% | $16,241-97.4% | $12,312-96.5% |