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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 | $62,948 | $75,541-16.7% | $152,093-58.6% | $82,637-23.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.38% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $3,005 | $2,622+14.6% | $4,175-28.0% | $2,552+17.7% |
| Participant deferral / active EE | $3,515 | $3,206+9.6% | $5,451-35.5% | $4,126-14.8% |
| Admin fee / account holder | $10,055 | $6,405+57.0% | $14,497-30.6% | $7,339+37.0% |