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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 | $226,125 | $183,627+23.1% | $155,602+45.3% | $145,978+54.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 49.38% | 61.32%-11.9pp | 64.81%-15.4pp | 550.52%-501.1pp |
| Employer contribution / active EE | $11,629 | $5,316+118.7% | $4,675+148.7% | $4,662+149.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,245 | $19,327-93.6% | $15,923-92.2% | $13,400-90.7% |