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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 | $765,913 | $196,842+289.1% | - | - |
| Participation rate | 0.0% | 71.6%-71.6pp | - | - |
| Annual return | 3.86% | 11.43%-7.6pp | - | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | - | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | - | - |
| Admin fee / account holder | $2,960 | $15,940-81.4% | - | - |