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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 | $33,674 | $91,179-63.1% | $178,499-81.1% | $79,852-57.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 142.03% | 24.19%+117.8pp | 151.10%-9.1pp | 31.72%+110.3pp |
| Employer contribution / active EE | $2,254 | $3,256-30.8% | $5,011-55.0% | $2,471-8.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,315 | $6,749-80.5% | $13,986-90.6% | $5,306-75.2% |