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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 | $231,303 | $150,447+53.7% | $136,298+69.7% | $147,586+56.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.52% | 1049.15%-1034.6pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,450 | $5,256-34.4% | $4,696-26.5% | $4,876-29.3% |
| Participant deferral / active EE | $16,270 | $6,631+145.4% | $6,247+160.4% | $5,439+199.2% |
| Admin fee / account holder | $499 | $10,906-95.4% | $9,244-94.6% | $10,886-95.4% |