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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 | $544,334 | $90,607+500.8% | $79,467+585.0% | $135,380+302.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.03% | 977.74%-970.7pp | 718.30%-711.3pp | 519.81%-512.8pp |
| Employer contribution / active EE | $2,000 | $3,068-34.8% | $2,800-28.6% | $4,779-58.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,163 | $5,895+21.5% | $5,104+40.3% | $10,828-33.9% |