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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 | $162,290 | $106,008+53.1% | $92,240+75.9% | $147,586+10.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.09% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $28,519 | $4,333+558.1% | $3,680+675.0% | $4,876+484.8% |
| Participant deferral / active EE | $21,000 | $4,478+368.9% | $3,897+438.9% | $5,439+286.1% |
| Admin fee / account holder | $1,136 | $6,333-82.1% | $5,194-78.1% | $10,886-89.6% |