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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 | $150,412+54.3% | $120,574+92.5% | $145,884+59.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.88% | 154.50%-133.6pp | 107.42%-86.5pp | 551.85%-531.0pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,672 | $6,175-24.3% | $4,996-6.5% | $6,690-30.2% |
| Admin fee / account holder | $858 | $12,224-93.0% | $9,445-90.9% | $13,392-93.6% |