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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 | $42,986 | $91,559-53.1% | $133,978-67.9% | $79,856-46.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.45% | 61.85%-45.4pp | 45.10%-28.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,089 | $2,384-54.3% | $3,919-72.2% | $2,471-55.9% |
| Participant deferral / active EE | $3,458 | $3,734-7.4% | $5,047-31.5% | $3,741-7.6% |
| Admin fee / account holder | $3,002 | $6,321-52.5% | $8,930-66.4% | $5,306-43.4% |