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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 | $62,688 | $138,114-54.6% | $125,391-50.0% | $134,545-53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.68% | 750.88%-760.6pp | 572.41%-582.1pp | 418.37%-428.0pp |
| Employer contribution / active EE | $3,248 | $5,246-38.1% | $4,816-32.6% | $4,742-31.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,167 | $11,570-64.0% | $10,009-58.4% | $11,431-63.5% |