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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 | $37,592 | $96,956-61.2% | $69,779-46.1% | $273,972-86.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 3.09% | 12.93%-9.8pp | 12.99%-9.9pp | 41.46%-38.4pp |
| Employer contribution / active EE | $16,667 | $3,316+402.6% | $2,338+612.7% | $4,869+242.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,914 | $7,934-50.7% | $4,381-10.7% | $10,133-61.4% |