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Employer 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 | $100,541 | $92,219+9.0% | $76,767+31.0% | $135,380-25.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.96% | 5.46%-11.4pp | 2.43%-8.4pp | 519.81%-525.8pp |
| Employer contribution / active EE | $275 | $3,216-91.4% | $2,485-88.9% | $4,779-94.2% |
| Participant deferral / active EE | $5,217 | $4,508+15.7% | $3,852+35.4% | $5,609-7.0% |
| Admin fee / account holder | $2,607 | $10,749-75.7% | $6,675-60.9% | $10,828-75.9% |