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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 | $103,078 | $162,812-36.7% | $133,971-23.1% | $158,966-35.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 46.02% | 41.94%+4.1pp | 45.09%+0.9pp | 302.95%-256.9pp |
| Employer contribution / active EE | $1,111 | $4,976-77.7% | $3,919-71.6% | $4,762-76.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $850 | $11,741-92.8% | $8,929-90.5% | $11,250-92.4% |