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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 | $117,904+23.3% | $102,457+41.9% | $145,978-0.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.58% | 31.80%-23.2pp | 29.41%-20.8pp | 550.52%-541.9pp |
| Employer contribution / active EE | $9,229 | $3,613+155.4% | $3,022+205.4% | $4,662+98.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,284 | $13,329-30.3% | $9,451-1.8% | $13,400-30.7% |