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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 | $117,039 | $117,895-0.7% | $102,460+14.2% | $145,897-19.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 1.34% | 31.92%-30.6pp | 29.47%-28.1pp | 552.29%-551.0pp |
| Employer contribution / active EE | $11,822 | $3,619+226.7% | $3,025+290.8% | $4,663+153.6% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,349 | $13,353+29.9% | $9,460+83.4% | $13,390+29.6% |