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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 | $42,039 | $60,349-30.3% | $74,184-43.3% | $62,881-33.1% |
| Participation rate | 96.2% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 21.14% | 21.38%-0.2pp | 17.74%+3.4pp | 20.14%+1.0pp |
| Employer contribution / active EE | $6,269 | $1,680+273.1% | $2,370+164.5% | $2,281+174.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,632 | $4,261+8.7% | $5,586-17.1% | $4,296+7.8% |