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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $719,690 | $295,344+143.7% | $169,452+324.7% | - |
| Participation rate | 0.0% | 68.3%-68.3pp | 77.8%-77.8pp | - |
| Annual return | -7.86% | -3.68%-4.2pp | 1.83%-9.7pp | - |
| Employer contribution / active EE | $0 | $1,621-100.0% | $4,157-100.0% | - |
| Participant deferral / active EE | $0 | $3,919-100.0% | $5,277-100.0% | - |
| Admin fee / account holder | $306,436 | $18,915+1520.1% | $9,110+3263.9% | - |