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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 | $119,225 | $138,078-13.7% | $125,363-4.9% | $134,509-11.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 2266.74% | 750.49%+1516.3pp | 572.15%+1694.6pp | 418.13%+1848.6pp |
| Employer contribution / active EE | $2,170 | $5,245-58.6% | $4,815-54.9% | $4,741-54.2% |
| Participant deferral / active EE | $2,565 | $7,800-67.1% | $7,447-65.6% | $6,400-59.9% |
| Admin fee / account holder | $1,955 | $11,566-83.1% | $10,005-80.5% | $11,427-82.9% |