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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 | $432,762 | $135,645+219.0% | $110,243+292.6% | $135,380+219.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.07% | 513.24%-516.3pp | 314.76%-317.8pp | 519.81%-522.9pp |
| Employer contribution / active EE | $46,875 | $4,907+855.3% | $3,827+1125.0% | $4,779+880.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,000 | $11,458-73.8% | $8,548-64.9% | $10,828-72.3% |