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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 | $29,449 | $118,496-75.1% | $98,461-70.1% | $139,466-78.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.93% | 18.96%-6.0pp | 21.17%-8.2pp | 373.66%-360.7pp |
| Employer contribution / active EE | $3,115 | $3,611-13.7% | $3,049+2.2% | $4,754-34.5% |
| Participant deferral / active EE | $4,612 | $5,393-14.5% | $4,738-2.7% | $6,712-31.3% |
| Admin fee / account holder | $570 | $14,056-95.9% | $8,961-93.6% | $11,409-95.0% |