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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 | $36,197 | $97,729-63.0% | $83,830-56.8% | $135,379-73.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.22% | 1287.52%-1289.7pp | 850.97%-853.2pp | 519.79%-522.0pp |
| Employer contribution / active EE | $2,857 | $4,222-32.3% | $3,631-21.3% | $4,779-40.2% |
| Participant deferral / active EE | $2,077 | $4,683-55.6% | $4,082-49.1% | $5,609-63.0% |
| Admin fee / account holder | $313 | $6,674-95.3% | $5,479-94.3% | $10,828-97.1% |