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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 | $214,458 | $175,259+22.4% | $149,723+43.2% | $139,487+53.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.69% | 166.82%-148.1pp | 134.50%-115.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $4,178 | $5,478-23.7% | $4,821-13.3% | $4,755-12.1% |
| Participant deferral / active EE | $9,834 | $6,522+50.8% | $5,682+73.1% | $6,713+46.5% |
| Admin fee / account holder | $1,807 | $16,158-88.8% | $13,215-86.3% | $11,407-84.2% |