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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 | $224,052 | $110,551+102.7% | $80,741+177.5% | $167,518+33.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 22.30% | 120.57%-98.3pp | 87.30%-65.0pp | 478.71%-456.4pp |
| Employer contribution / active EE | $7,403 | $1,543+379.8% | $1,160+538.1% | $4,838+53.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,679 | $4,547+24.9% | $3,380+68.0% | $12,312-53.9% |