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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 | $78,318 | $76,407+2.5% | $150,298-47.9% | $82,448-5.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.73% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $784 | $2,614-70.0% | $4,154-81.1% | $2,551-69.3% |
| Participant deferral / active EE | $3,110 | $3,214-3.3% | $5,453-43.0% | $4,139-24.9% |
| Admin fee / account holder | $845 | $6,352-86.7% | $14,116-94.0% | $7,234-88.3% |