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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 | $38,441 | $93,617-58.9% | $135,982-71.7% | $75,177-48.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.31% | 30.89%-9.6pp | 68.32%-47.0pp | 160.75%-139.4pp |
| Employer contribution / active EE | $7,047 | $3,538+99.2% | $4,859+45.0% | $2,671+163.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,374 | $6,980-51.7% | $10,767-68.7% | $5,651-40.3% |