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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 | $73,316 | $97,550-24.8% | $120,344-39.1% | $87,485-16.2% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.7%-2.5pp | 68.9%+5.3pp |
| Annual return | 10.57% | 18.41%-7.8pp | 20.30%-9.7pp | 26.06%-15.5pp |
| Employer contribution / active EE | $3,002 | $2,291+31.0% | $3,020-0.6% | $2,596+15.6% |
| Participant deferral / active EE | $5,296 | $4,230+25.2% | $5,135+3.1% | $4,274+23.9% |
| Admin fee / account holder | $2,396 | $9,543-74.9% | $12,742-81.2% | $7,775-69.2% |