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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 | $78,894 | $111,830-29.5% | $93,696-15.8% | $145,884-45.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.65% | 204.08%-190.4pp | 133.74%-120.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,757 | $3,093-43.2% | $2,422-27.5% | $4,662-62.3% |
| Participant deferral / active EE | $3,107 | $4,920-36.9% | $4,417-29.7% | $6,690-53.6% |
| Admin fee / account holder | $3,012 | $10,249-70.6% | $8,287-63.7% | $13,392-77.5% |