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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 | $229,587 | $160,028+43.5% | $147,080+56.1% | $145,884+57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.11% | 98.60%-72.5pp | 420.17%-394.1pp | 551.85%-525.7pp |
| Employer contribution / active EE | $2,368 | $5,286-55.2% | $4,933-52.0% | $4,662-49.2% |
| Participant deferral / active EE | $10,167 | $8,422+20.7% | $8,066+26.0% | $6,690+52.0% |
| Admin fee / account holder | $575 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |