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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 | $49,145 | $106,247-53.7% | $96,515-49.1% | $139,466-64.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.85% | 38.47%-25.6pp | 35.73%-22.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $4,444 | $4,106+8.2% | $3,740+18.8% | $4,754-6.5% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,947 | $7,885-62.6% | $6,735-56.2% | $11,409-74.2% |