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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 | $50,138 | $65,367-23.3% | $92,915-46.0% | $72,976-31.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.97% | 42.11%-20.1pp | 109.45%-87.5pp | 81.02%-59.0pp |
| Employer contribution / active EE | $5,839 | $2,594+125.1% | $3,653+59.8% | $2,440+139.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,053 | $4,251-28.2% | $5,796-47.3% | $5,124-40.4% |