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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 | $310,001 | $110,629+180.2% | $80,784+283.7% | $167,553+85.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.30% | 120.58%-113.3pp | 87.31%-80.0pp | 478.89%-471.6pp |
| Employer contribution / active EE | $11,500 | $1,543+645.3% | $1,160+891.2% | $4,840+137.6% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,145-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,748 | $4,547+26.4% | $3,380+70.1% | $12,316-53.3% |