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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 | $47,603 | $91,536-48.0% | $130,062-63.4% | $75,177-36.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.72% | -631.62%+650.3pp | -137.37%+156.1pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,167 | $2,845-59.0% | $4,322-73.0% | $2,671-56.3% |
| Participant deferral / active EE | $3,831 | $4,343-11.8% | $5,821-34.2% | $4,126-7.2% |
| Admin fee / account holder | $1,666 | $6,780-75.4% | $10,601-84.3% | $5,651-70.5% |