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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 | $181,809 | $108,695+67.3% | $74,722+143.3% | $152,897+18.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 7.11% | 114.11%-107.0pp | 753.11%-746.0pp | 345.43%-338.3pp |
| Employer contribution / active EE | $7,468 | $1,504+396.4% | $1,084+588.8% | $4,764+56.8% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,621 | $4,906+14.6% | $3,335+68.6% | $11,599-51.5% |