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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).
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 | $63,069 | $209,428-69.9% | $178,498-64.7% | $158,950-60.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.30% | 188.78%-181.5pp | 151.09%-143.8pp | 302.91%-295.6pp |
| Employer contribution / active EE | $2,943 | $5,707-48.4% | $5,011-41.3% | $4,762-38.2% |
| Participant deferral / active EE | $2,517 | $5,955-57.7% | $5,202-51.6% | $5,983-57.9% |
| Admin fee / account holder | $6,588 | $17,077-61.4% | $13,985-52.9% | $11,248-41.4% |