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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 | $142,993 | $78,694+81.7% | $67,653+111.4% | $125,388+14.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 30.40% | 9.46%+20.9pp | 6625.22%-6594.8pp | 282.24%-251.8pp |
| Employer contribution / active EE | $11,650 | $3,044+282.7% | $2,266+414.2% | $4,866+139.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,648 | $7,403-23.7% | $4,821+17.2% | $9,541-40.8% |