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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 | $142,714 | $98,240+45.3% | $82,312+73.4% | $147,586-3.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 53.03% | 30.85%+22.2pp | 25.88%+27.2pp | 578.59%-525.6pp |
| Employer contribution / active EE | $11,386 | $3,192+256.8% | $2,428+368.9% | $4,876+133.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,958 | $8,563-7.1% | $5,608+41.9% | $10,886-26.9% |