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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 | $145,338 | $117,846+23.3% | $102,434+41.9% | $145,884-0.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.58% | 31.90%-23.3pp | 29.46%-20.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $9,229 | $3,615+155.3% | $3,023+205.3% | $4,662+97.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,284 | $13,356-30.5% | $9,462-1.9% | $13,392-30.7% |