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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 | $123,445 | $124,425-0.8% | $112,040+10.2% | $137,256-10.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.40% | 24.72%-18.3pp | 24.52%-18.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $822 | $3,411-75.9% | $2,954-72.2% | $4,156-80.2% |
| Participant deferral / active EE | $6,304 | $5,718+10.2% | $5,098+23.7% | $6,407-1.6% |
| Admin fee / account holder | $38,388 | $15,207+152.4% | $12,098+217.3% | $12,270+212.9% |