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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 | $125,103 | $138,114-9.4% | $125,391-0.2% | $134,545-7.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 27.24% | 750.88%-723.6pp | 572.41%-545.2pp | 418.37%-391.1pp |
| Employer contribution / active EE | $14,286 | $5,246+172.3% | $4,816+196.6% | $4,742+201.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,940 | $11,570-48.7% | $10,009-40.6% | $11,431-48.0% |