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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 | $310,588 | $117,846+163.6% | $102,434+203.2% | $145,884+112.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.02% | 31.90%-21.9pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $9,148 | $3,615+153.1% | $3,023+202.6% | $4,662+96.2% |
| Participant deferral / active EE | $8,529 | $5,733+48.8% | $5,055+68.7% | $6,690+27.5% |
| Admin fee / account holder | $1,070 | $13,356-92.0% | $9,462-88.7% | $13,392-92.0% |