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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 | $62,365 | $71,873-13.2% | $86,698-28.1% | $68,490-8.9% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | 3.62% | 3.54%+0.1pp | 35.96%-32.3pp | -7.85%+11.5pp |
| Employer contribution / active EE | $2,833 | $2,173+30.4% | $2,837-0.1% | $2,597+9.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,582 | $6,110+24.1% | $7,492+1.2% | $5,403+40.3% |