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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 | $40,960 | $91,911-55.4% | $68,793-40.5% | $135,382-69.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.11% | -8.22%+6.1pp | -4.63%+2.5pp | 519.77%-521.9pp |
| Employer contribution / active EE | $5,000 | $3,924+27.4% | $2,625+90.5% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,993 | $9,240-78.4% | $5,131-61.2% | $10,829-81.6% |