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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,309 | $110,307+20.9% | $96,576+38.0% | $139,456-4.4% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 6.64% | 26.40%-19.8pp | 25.87%-19.2pp | 373.45%-366.8pp |
| Employer contribution / active EE | $785 | $3,619-78.3% | $2,965-73.5% | $4,753-83.5% |
| Participant deferral / active EE | $4,959 | $5,547-10.6% | $4,851+2.2% | $6,711-26.1% |
| Admin fee / account holder | $5,379 | $11,597-53.6% | $8,253-34.8% | $11,407-52.8% |