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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 | $96,438 | $176,120-45.2% | $159,487-39.5% | $167,553-42.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.26% | 331.95%-304.7pp | 263.71%-236.4pp | 478.89%-451.6pp |
| Employer contribution / active EE | $8,333 | $5,299+57.3% | $4,831+72.5% | $4,840+72.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,053 | $12,561-75.7% | $10,804-71.7% | $12,316-75.2% |