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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 | $123,750+56.6% | $69,611+178.4% | $145,877+32.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 20.80% | 192.03%-171.2pp | 101.14%-80.3pp | 551.28%-530.5pp |
| Employer contribution / active EE | $11,559 | $2,672+332.7% | $1,709+576.5% | $4,663+147.9% |
| Participant deferral / active EE | $14,606 | $4,243+244.2% | $2,891+405.3% | $6,691+118.3% |
| Admin fee / account holder | $7,377 | $7,817-5.6% | $4,696+57.1% | $13,402-45.0% |