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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 | $272,128 | $183,539+48.3% | $155,556+74.9% | $145,897+86.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.76% | 61.31%-51.5pp | 64.84%-55.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $17,525 | $5,315+229.7% | $4,675+274.8% | $4,663+275.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,979 | $19,275-89.7% | $15,885-87.5% | $13,390-85.2% |