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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 | $230,200 | $156,398+47.2% | $147,318+56.3% | $138,895+65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.72% | 78.75%-54.0pp | 70.43%-45.7pp | 145.39%-120.7pp |
| Employer contribution / active EE | $5,000 | $4,853+3.0% | $4,593+8.9% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,865 | $14,976-87.5% | $13,708-86.4% | $12,562-85.2% |