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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 | $34,588 | $73,978-53.2% | $96,515-64.2% | $75,173-54.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.08% | 26.72%-8.6pp | 35.73%-17.7pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,314 | $2,931-21.0% | $3,740-38.1% | $2,671-13.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,211 | $5,219-57.6% | $6,735-67.2% | $5,651-60.9% |