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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 | $520,740 | $138,075+277.1% | $123,552+321.5% | $135,379+284.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.88% | 153.70%-155.6pp | 119.20%-121.1pp | 519.79%-521.7pp |
| Employer contribution / active EE | $13,206 | $5,152+156.3% | $4,628+185.3% | $4,779+176.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,423 | $10,917-13.7% | $9,285+1.5% | $10,828-13.0% |