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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,758,771 | $202,440+768.8% | $169,390+938.3% | $139,466+1161.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.29% | 532.36%-528.1pp | 406.07%-401.8pp | 373.66%-369.4pp |
| Employer contribution / active EE | $20,000 | $4,693+326.2% | $4,013+398.4% | $4,754+320.7% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $44,138 | $10,722+311.7% | $9,015+389.6% | $11,409+286.9% |