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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 | $467,290 | $225,135+107.6% | $123,894+277.2% | - |
| Participation rate | 0.0% | 69.5%-69.5pp | 81.4%-81.4pp | - |
| Annual return | 9.00% | 8.01%+1.0pp | 47.52%-38.5pp | - |
| Employer contribution / active EE | $0 | $2,580-100.0% | $4,617-100.0% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $21,802 | $19,833+9.9% | $8,357+160.9% | - |