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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 | $80,414 | $100,805-20.2% | $86,698-7.2% | $134,532-40.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 20.67% | 29.09%-8.4pp | 35.95%-15.3pp | 418.27%-397.6pp |
| Employer contribution / active EE | $9,792 | $3,490+180.6% | $2,837+245.2% | $4,741+106.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,703 | $10,925-47.8% | $7,493-23.9% | $11,429-50.1% |