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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 | $919,563 | $166,242+453.1% | $165,071+457.1% | $145,884+530.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.71% | 100.44%-89.7pp | 70.17%-59.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $50,000 | $5,283+846.5% | $4,347+1050.1% | $4,662+972.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $45,604 | $16,658+173.8% | $12,695+259.2% | $13,392+240.5% |