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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 | $85,868 | $88,707-3.2% | $74,184+15.8% | $273,972-68.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 50.33% | 11.94%+38.4pp | 17.74%+32.6pp | 41.46%+8.9pp |
| Employer contribution / active EE | $10,171 | $3,159+221.9% | $2,370+329.2% | $4,869+108.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,087 | $8,717+15.7% | $5,586+80.6% | $10,133-0.4% |