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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 | $142,748 | $103,393+38.1% | $87,103+63.9% | $152,909-6.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.39% | 28.10%-11.7pp | 28.19%-11.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $11,230 | $3,221+248.6% | $2,521+345.4% | $4,764+135.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,089 | $12,195+89.3% | $7,491+208.2% | $11,601+99.0% |