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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 | $20,677 | $51,708-60.0% | $106,619-80.6% | $62,881-67.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 17.88% | 4.69%+13.2pp | 9.42%+8.5pp | 20.14%-2.3pp |
| Employer contribution / active EE | $2,778 | $1,764+57.5% | $3,947-29.6% | $2,281+21.8% |
| Participant deferral / active EE | $1,111 | $2,315-52.0% | $3,930-71.7% | $3,203-65.3% |
| Admin fee / account holder | $905 | $3,349-73.0% | $6,418-85.9% | $4,296-78.9% |