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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 | $84,095 | $82,674+1.7% | $125,363-32.9% | $68,495+22.8% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | 8.76% | -5.97%+14.7pp | 572.15%-563.4pp | -7.84%+16.6pp |
| Employer contribution / active EE | $19,321 | $3,382+471.3% | $4,815+301.3% | $2,596+644.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,899 | $6,276+73.6% | $10,005+8.9% | $5,403+101.7% |