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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 | $178,891 | $227,633-21.4% | $189,597-5.6% | $167,553+6.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.80% | 78.45%-70.7pp | 64.20%-56.4pp | 478.89%-471.1pp |
| Employer contribution / active EE | $2,292 | $5,317-56.9% | $4,412-48.1% | $4,840-52.6% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,997 | $11,879-15.8% | $9,807+1.9% | $12,316-18.8% |