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Participant 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.)
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 | $88,184 | $81,487+8.2% | $102,412-13.9% | $80,935+9.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 25.52% | 25.60%-0.1pp | 24.94%+0.6pp | 35.66%-10.1pp |
| Employer contribution / active EE | $11,848 | $3,103+281.8% | $3,870+206.1% | $2,757+329.8% |
| Participant deferral / active EE | $8 | $3,871-99.8% | $5,060-99.8% | $4,299-99.8% |
| Admin fee / account holder | $14,138 | $6,717+110.5% | $8,388+68.6% | $6,924+104.2% |