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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 | $872,240 | $196,972+342.8% | $182,262+378.6% | $198,609+339.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.53% | 158.27%-150.7pp | 140.60%-133.1pp | 202.70%-195.2pp |
| Employer contribution / active EE | $24,263 | $5,364+352.4% | $5,046+380.9% | $5,055+379.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $115,253 | $18,429+525.4% | $16,712+589.6% | $19,030+505.6% |