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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 | $277,345 | $228,352+21.5% | $185,835+49.2% | $158,966+74.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 40.36% | 40.81%-0.5pp | 35.96%+4.4pp | 302.95%-262.6pp |
| Employer contribution / active EE | $69,227 | $4,967+1293.9% | $4,087+1593.7% | $4,762+1353.6% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $588 | $11,867-95.0% | $9,502-93.8% | $11,250-94.8% |