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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 | $540,865 | $217,432+148.8% | $185,849+191.0% | $167,536+222.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.14% | 148.42%-136.3pp | 122.10%-110.0pp | 478.82%-466.7pp |
| Employer contribution / active EE | $14,463 | $5,875+146.2% | $5,169+179.8% | $4,839+198.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,592 | $19,818-61.7% | $16,244-53.3% | $12,315-38.3% |