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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 | $141,220 | $126,519+11.6% | $106,201+33.0% | $145,959-3.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.03% | 225.10%-213.1pp | 116.26%-104.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,693 | $3,726-54.6% | $3,170-46.6% | $4,661-63.7% |
| Participant deferral / active EE | $5,075 | $5,716-11.2% | $5,012+1.3% | $6,689-24.1% |
| Admin fee / account holder | $1,813 | $17,312-89.5% | $11,039-83.6% | $13,398-86.5% |