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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 | $496,155 | $99,652+397.9% | $78,778+529.8% | $147,586+236.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.18% | 47.28%-32.1pp | 35.62%-20.4pp | 578.59%-563.4pp |
| Employer contribution / active EE | $8,310 | $2,796+197.3% | $1,986+318.5% | $4,876+70.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,611 | $7,155+118.2% | $5,134+204.1% | $10,886+43.4% |