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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,935 | $157,296-28.2% | $141,191-20.0% | $152,897-26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.12% | 64.34%-49.2pp | 71.41%-56.3pp | 345.43%-330.3pp |
| Employer contribution / active EE | $10,000 | $5,262+90.0% | $4,736+111.1% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,412 | $12,125-80.1% | $10,264-76.5% | $11,599-79.2% |