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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 | $183,721 | $108,285+69.7% | $77,552+136.9% | $158,982+15.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 2.02% | 31.69%-29.7pp | 54.82%-52.8pp | 302.99%-301.0pp |
| Employer contribution / active EE | $6,075 | $1,325+358.5% | $987+515.7% | $4,763+27.6% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,975 | $3,709+61.1% | $2,859+109.0% | $11,252-46.9% |