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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 | $341,175 | $100,805+238.5% | $86,698+293.5% | $134,532+153.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.97% | 29.09%-56.1pp | 35.95%-62.9pp | 418.27%-445.2pp |
| Employer contribution / active EE | $14,209 | $3,490+307.1% | $2,837+400.9% | $4,741+199.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,548 | $10,925+170.5% | $7,493+294.4% | $11,429+158.5% |