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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 | $212,001 | $84,551+150.7% | $61,452+245.0% | $134,532+57.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -5.05% | 585.39%-590.4pp | 338.96%-344.0pp | 418.27%-423.3pp |
| Employer contribution / active EE | $7,403 | $1,545+379.2% | $1,160+538.4% | $4,741+56.1% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,045 | $2,587+133.6% | $2,131+183.7% | $11,429-47.1% |