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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 | $208,473 | $135,956+53.3% | $123,894+68.3% | $273,972-23.9% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 6.88% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $12,801 | $5,170+147.6% | $4,617+177.3% | $4,869+162.9% |
| Participant deferral / active EE | $11,966 | $6,343+88.7% | $5,984+100.0% | $5,287+126.3% |
| Admin fee / account holder | $52,631 | $9,817+436.1% | $8,357+529.8% | $10,133+419.4% |