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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 | $38,563 | $81,900-52.9% | $119,615-67.8% | $68,498-43.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.96% | -23.82%+7.9pp | -14.98%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,324 | $2,693-50.8% | $4,232-68.7% | $2,596-49.0% |
| Participant deferral / active EE | $4,309 | $4,148+3.9% | $5,602-23.1% | $4,027+7.0% |
| Admin fee / account holder | $3,758 | $6,582-42.9% | $10,324-63.6% | $5,403-30.4% |