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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 | $1,045,830 | $176,077+494.0% | $159,455+555.9% | $167,518+524.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 328.28% | 331.83%-3.6pp | 263.63%+64.7pp | 478.71%-150.4pp |
| Employer contribution / active EE | $3,000 | $5,298-43.4% | $4,830-37.9% | $4,838-38.0% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $47,774 | $12,556+280.5% | $10,800+342.3% | $12,312+288.0% |