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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 | $302,410 | $227,399+33.0% | $189,758+59.4% | $198,609+52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.26% | 61.03%-49.8pp | 52.62%-41.4pp | 202.70%-191.4pp |
| Employer contribution / active EE | $6,872 | $5,526+24.3% | $4,767+44.2% | $5,055+35.9% |
| Participant deferral / active EE | $20,020 | $6,837+192.8% | $5,856+241.9% | $6,977+186.9% |
| Admin fee / account holder | $44,165 | $25,162+75.5% | $20,388+116.6% | $19,030+132.1% |