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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 | $86,050-9.0% | $189,758-58.7% | $94,015-16.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.73% | 17.77%-4.0pp | 52.62%-38.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $784 | $2,819-72.2% | $4,767-83.6% | $2,790-71.9% |
| Participant deferral / active EE | $3,110 | $3,349-7.1% | $5,856-46.9% | $4,249-26.8% |
| Admin fee / account holder | $845 | $6,627-87.3% | $20,388-95.9% | $8,951-90.6% |