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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $960,832 | $182,442+426.7% | $163,379+488.1% | $138,895+591.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 5.73% | 72.74%-67.0pp | 63.41%-57.7pp | 145.39%-139.7pp |
| Employer contribution / active EE | $29,738 | $4,159+615.0% | $3,752+692.5% | $4,194+609.0% |
| Participant deferral / active EE | $27,250 | $6,817+299.7% | $6,282+333.8% | $6,396+326.0% |
| Admin fee / account holder | $23,514 | $10,396+126.2% | $9,818+139.5% | $12,562+87.2% |