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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 | $37,213 | $81,331-54.2% | $155,534-76.1% | $80,935-54.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.48% | 33.37%-15.9pp | 64.92%-47.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $2,757 | $3,105-11.2% | $4,675-41.0% | $2,7570% |
| Participant deferral / active EE | $2,843 | $3,454-17.7% | $5,630-49.5% | $4,299-33.9% |
| Admin fee / account holder | $349 | $7,999-95.6% | $15,900-97.8% | $6,924-95.0% |