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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 | $759,954 | $99,032+667.4% | $80,022+849.7% | $135,380+461.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.82% | 15.39%-21.2pp | 11.22%-17.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $34,320 | $3,043+1027.7% | $2,468+1290.6% | $4,779+618.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $55,426 | $10,436+431.1% | $6,521+749.9% | $10,828+411.9% |