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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 | $305,788 | $161,352+89.5% | $134,172+127.9% | $137,256+122.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 20.18% | 28.72%-8.5pp | 25.30%-5.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $6,219 | $4,099+51.7% | $3,420+81.9% | $4,156+49.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,736 | $15,028-88.5% | $12,016-85.6% | $12,270-85.9% |