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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 | $115,463 | $78,423+47.2% | $95,964+20.3% | $79,856+44.6% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 30.09% | 19.37%+10.7pp | 91.64%-61.6pp | 31.71%-1.6pp |
| Employer contribution / active EE | $11,988 | $1,945+516.2% | $2,541+371.7% | $2,471+385.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,573 | $5,622-18.7% | $6,797-32.7% | $5,306-13.8% |