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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 | $302,410 | $172,111+75.7% | $150,298+101.2% | $137,256+120.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.26% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $6,872 | $4,636+48.2% | $4,154+65.4% | $4,156+65.3% |
| Participant deferral / active EE | $20,020 | $6,166+224.7% | $5,453+267.2% | $6,407+212.5% |
| Admin fee / account holder | $44,165 | $16,471+168.1% | $14,116+212.9% | $12,270+259.9% |