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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 | $232,057 | $150,435+54.3% | $120,580+92.4% | $145,897+59.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 20.88% | 154.60%-133.7pp | 107.48%-86.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,672 | $6,174-24.3% | $4,995-6.5% | $6,689-30.2% |
| Admin fee / account holder | $858 | $12,182-93.0% | $9,418-90.9% | $13,390-93.6% |