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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 | $126,823 | $100,938+25.6% | $90,461+40.2% | $158,982-20.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.41% | 1727.20%-1709.8pp | 1294.76%-1277.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $14,250 | $3,691+286.0% | $3,264+336.6% | $4,763+199.2% |
| Participant deferral / active EE | $14,854 | $4,350+241.5% | $3,964+274.7% | $5,983+148.3% |
| Admin fee / account holder | $3,322 | $6,510-49.0% | $5,617-40.9% | $11,252-70.5% |