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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 | $412,763 | $107,809+282.9% | $90,657+355.3% | $135,380+204.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 1.33% | -0.90%+2.2pp | 1.89%-0.6pp | 519.81%-518.5pp |
| Employer contribution / active EE | $10,000 | $3,018+231.4% | $2,532+295.0% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $80,660 | $5,931+1260.0% | $4,994+1515.0% | $10,828+644.9% |