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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 | $85,771 | $106,008-19.1% | $92,240-7.0% | $147,586-41.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.65% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $10,591 | $4,333+144.4% | $3,680+187.8% | $4,876+117.2% |
| Participant deferral / active EE | $5,630 | $4,478+25.7% | $3,897+44.5% | $5,439+3.5% |
| Admin fee / account holder | $2,616 | $6,333-58.7% | $5,194-49.6% | $10,886-76.0% |