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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 | $225,693 | $81,763+176.0% | $58,561+285.4% | $139,466+61.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.90% | 7427.77%-7419.9pp | 4251.33%-4243.4pp | 373.66%-365.8pp |
| Employer contribution / active EE | $10,838 | $1,398+675.1% | $1,053+928.8% | $4,754+128.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,060 | $3,273+176.8% | $2,520+259.5% | $11,409-20.6% |