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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 | $81,222 | $97,729-16.9% | $83,830-3.1% | $135,379-40.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.89% | 1287.52%-1294.4pp | 850.97%-857.9pp | 519.79%-526.7pp |
| Employer contribution / active EE | $11,503 | $4,222+172.5% | $3,631+216.8% | $4,779+140.7% |
| Participant deferral / active EE | $5,236 | $4,683+11.8% | $4,082+28.3% | $5,609-6.6% |
| Admin fee / account holder | $2,157 | $6,674-67.7% | $5,479-60.6% | $10,828-80.1% |