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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 | $27,339 | $57,828-52.7% | $117,039-76.6% | $70,126-61.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.96% | 17.55%-0.6pp | 18.95%-2.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,846 | $1,816+111.8% | $3,785+1.6% | $2,343+64.2% |
| Participant deferral / active EE | $1,154 | $2,438-52.7% | $3,929-70.6% | $3,332-65.4% |
| Admin fee / account holder | $640 | $3,548-82.0% | $5,974-89.3% | $4,645-86.2% |