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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 | $174,091 | $190,916-8.8% | $160,037+8.8% | $134,545+29.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.77% | 552.79%-555.6pp | 408.95%-411.7pp | 418.37%-421.1pp |
| Employer contribution / active EE | $20,607 | $4,996+312.5% | $4,226+387.7% | $4,742+334.6% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $601 | $10,497-94.3% | $8,716-93.1% | $11,431-94.7% |