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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 | $109,695 | $84,684+29.5% | $73,835+48.6% | $125,388-12.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.37% | 3123.93%-3123.6pp | 2268.13%-2267.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,833 | $3,123-41.3% | $2,788-34.2% | $4,866-62.3% |
| Participant deferral / active EE | $825 | $3,993-79.3% | $3,583-77.0% | $5,352-84.6% |
| Admin fee / account holder | $2,610 | $5,691-54.1% | $4,880-46.5% | $9,541-72.6% |