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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 | $193,829 | $123,412+57.1% | $69,460+179.1% | $145,978+32.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 20.80% | 191.25%-170.5pp | 100.80%-80.0pp | 550.52%-529.7pp |
| Employer contribution / active EE | $11,559 | $2,684+330.7% | $1,714+574.4% | $4,662+148.0% |
| Participant deferral / active EE | $14,606 | $4,240+244.5% | $2,890+405.5% | $6,690+118.3% |
| Admin fee / account holder | $7,377 | $7,816-5.6% | $4,695+57.1% | $13,400-45.0% |