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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 | $110,031 | $105,867+3.9% | $90,760+21.2% | $134,532-18.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.46% | -10.99%+0.5pp | -12.16%+1.7pp | 418.27%-428.7pp |
| Employer contribution / active EE | $1,570 | $3,464-54.7% | $2,922-46.3% | $4,741-66.9% |
| Participant deferral / active EE | $4,199 | $5,217-19.5% | $4,565-8.0% | $6,401-34.4% |
| Admin fee / account holder | $2,160 | $13,936-84.5% | $8,444-74.4% | $11,429-81.1% |