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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 | $62,362 | $124,175-49.8% | $108,405-42.5% | $167,553-62.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -6.45% | 1380.13%-1386.6pp | 905.55%-912.0pp | 478.89%-485.3pp |
| Employer contribution / active EE | $13,322 | $4,188+218.1% | $3,559+274.3% | $4,840+175.3% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,134 | $9,457-77.4% | $7,297-70.8% | $12,316-82.7% |