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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 | $102,517 | $75,978+34.9% | $73,835+38.8% | - |
| Participation rate | 0.0% | 59.4%-59.4pp | 73.4%-73.4pp | - |
| Annual return | -0.84% | -3.82%+3.0pp | 2268.13%-2269.0pp | - |
| Employer contribution / active EE | $0 | $1,686-100.0% | $2,788-100.0% | - |
| Participant deferral / active EE | $0 | $2,729-100.0% | $3,583-100.0% | - |
| Admin fee / account holder | $1,699 | $4,229-59.8% | $4,880-65.2% | - |