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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 | $252,947 | $845,484-70.1% | $178,540+41.7% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 77.1%-77.1pp | - |
| Annual return | 19.57% | 8.37%+11.2pp | 27.15%-7.6pp | - |
| Employer contribution / active EE | $0 | $2,463-100.0% | $3,953-100.0% | - |
| Participant deferral / active EE | $0 | $5,196-100.0% | $6,281-100.0% | - |
| Admin fee / account holder | $5,845 | $34,598-83.1% | $10,424-43.9% | - |