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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 | $148,201 | $181,896-18.5% | $156,551-5.3% | $273,972-45.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.49% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $24,243 | $6,248+288.0% | $5,501+340.7% | $4,869+397.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $986 | $15,560-93.7% | $13,028-92.4% | $10,133-90.3% |