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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 | $123,730 | $227,399-45.6% | $189,758-34.8% | $198,609-37.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.95% | 61.03%-51.1pp | 52.62%-42.7pp | 202.70%-192.7pp |
| Employer contribution / active EE | $4,314 | $5,526-21.9% | $4,767-9.5% | $5,055-14.7% |
| Participant deferral / active EE | $7,262 | $6,837+6.2% | $5,856+24.0% | $6,977+4.1% |
| Admin fee / account holder | $608 | $25,162-97.6% | $20,388-97.0% | $19,030-96.8% |