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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 | $1,705,672 | $190,879+793.6% | $160,009+966.0% | $134,532+1167.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.03% | 552.63%-562.7pp | 408.85%-418.9pp | 418.27%-428.3pp |
| Employer contribution / active EE | $35,000 | $4,995+600.7% | $4,225+728.4% | $4,741+638.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $46,084 | $10,495+339.1% | $8,715+428.8% | $11,429+303.2% |