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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 | $79,643 | $80,983-1.7% | $96,544-17.5% | $75,177+5.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.28% | 27.05%-10.8pp | 25.88%-9.6pp | 160.75%-144.5pp |
| Employer contribution / active EE | $8,571 | $2,282+275.5% | $2,966+189.0% | $2,671+220.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,439 | $6,717-33.9% | $8,254-46.2% | $5,651-21.4% |