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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 | $256,402 | $88,754+188.9% | $81,820+213.4% | $145,877+75.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.74% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $31,344 | $3,085+915.9% | $2,915+975.3% | $4,663+572.2% |
| Participant deferral / active EE | $23,565 | $4,648+407.0% | $4,323+445.2% | $6,691+252.2% |
| Admin fee / account holder | $22,418 | $8,424+166.1% | $7,391+203.3% | $13,402+67.3% |