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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 | $59,627 | $88,754-32.8% | $81,820-27.1% | $145,877-59.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.78% | 1031.77%-1027.0pp | 777.93%-773.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $5,581 | $3,085+80.9% | $2,915+91.5% | $4,663+19.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,411 | $8,424-35.8% | $7,391-26.8% | $13,402-59.6% |