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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 | $317,993 | $161,352+97.1% | $134,172+137.0% | $137,256+131.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.42% | 28.72%-14.3pp | 25.30%-10.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $46,000 | $4,099+1022.3% | $3,420+1245.1% | $4,156+1006.8% |
| Participant deferral / active EE | $30,500 | $5,552+449.3% | $4,690+550.3% | $6,407+376.1% |
| Admin fee / account holder | $50,402 | $15,028+235.4% | $12,016+319.5% | $12,270+310.8% |