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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 | $55,582 | $49,896+11.4% | $80,627-31.1% | $75,173-26.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 79.23% | 34.67%+44.6pp | 936.76%-857.5pp | 160.72%-81.5pp |
| Employer contribution / active EE | $1,290 | $1,699-24.1% | $2,723-52.6% | $2,671-51.7% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $366,350 | $3,578+10139.1% | $5,381+6708.7% | $5,651+6383.4% |