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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 | $185,312+63.2% | $161,489+87.3% | $154,746+95.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.26% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $6,872 | $4,769+44.1% | $4,268+61.0% | $4,379+56.9% |
| Participant deferral / active EE | $20,020 | $6,350+215.3% | $5,630+255.6% | $6,730+197.5% |
| Admin fee / account holder | $44,165 | $18,654+136.8% | $16,006+175.9% | $14,365+207.4% |