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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 | $111,801 | $98,884+13.1% | $78,675+42.1% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 73.6%-73.6pp | - |
| Annual return | 7.00% | 0.47%+6.5pp | 62.19%-55.2pp | - |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,850-100.0% | - |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,517-100.0% | - |
| Admin fee / account holder | $1,861 | $10,143-81.7% | $4,510-58.7% | - |