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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 | $258,056 | $95,915+169.0% | $79,580+224.3% | $134,532+91.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.67% | -2.71%-5.0pp | 0.15%-7.8pp | 418.27%-425.9pp |
| Employer contribution / active EE | $8,505 | $3,129+171.8% | $2,413+252.4% | $4,741+79.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,576 | $9,132+234.8% | $6,835+347.3% | $11,429+167.5% |