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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).
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 | $198,842 | $182,442+9.0% | $163,379+21.7% | $138,895+43.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 8.75% | 72.74%-64.0pp | 63.41%-54.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $19,800 | $4,159+376.0% | $3,752+427.7% | $4,194+372.1% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $18,847 | $10,396+81.3% | $9,818+92.0% | $12,562+50.0% |