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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 | $95,453-23.2% | $112,040-34.6% | $82,448-11.1% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.5%-2.3pp | 68.1%+6.1pp |
| Annual return | 10.57% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $3,002 | $2,318+29.5% | $2,954+1.6% | $2,551+17.7% |
| Participant deferral / active EE | $5,296 | $4,224+25.4% | $5,098+3.9% | $4,139+27.9% |
| Admin fee / account holder | $2,396 | $9,013-73.4% | $12,098-80.2% | $7,234-66.9% |