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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 | $988,032 | $289,211+241.6% | $260,467+279.3% | $198,609+397.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 7.21% | 112.90%-105.7pp | 100.60%-93.4pp | 202.70%-195.5pp |
| Employer contribution / active EE | $22,500 | $4,663+382.5% | $4,239+430.8% | $5,055+345.1% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $19,000 | $16,236+17.0% | $15,461+22.9% | $19,030-0.2% |