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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 | $198,842 | $225,673-11.9% | $203,872-2.5% | $155,188+28.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 8.75% | 95.91%-87.2pp | 85.11%-76.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $19,800 | $4,099+383.1% | $3,757+427.0% | $4,248+366.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,847 | $12,327+52.9% | $11,730+60.7% | $14,480+30.2% |