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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 | $453,292 | $131,835+243.8% | $108,582+317.5% | $273,972+65.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.64% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $17,426 | $4,913+254.7% | $3,758+363.7% | $4,869+257.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,273 | $10,253+58.7% | $7,645+112.9% | $10,133+60.6% |