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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 | $50,270 | $101,778-50.6% | $164,975-69.5% | $80,925-37.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 16.32% | 16.73%-0.4pp | 70.12%-53.8pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,183 | $2,954-59.9% | $4,343-72.8% | $2,756-57.1% |
| Participant deferral / active EE | $3,513 | $4,477-21.5% | $6,033-41.8% | $4,299-18.3% |
| Admin fee / account holder | $950 | $8,221-88.4% | $12,688-92.5% | $6,940-86.3% |