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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 | $100,194-26.8% | $122,979-40.4% | $86,983-15.7% |
| Participation rate | 74.2% | 73.0%+1.2pp | 77.2%-3.0pp | 69.5%+4.7pp |
| Annual return | 10.57% | 16.47%-5.9pp | 20.12%-9.5pp | 25.83%-15.3pp |
| Employer contribution / active EE | $3,002 | $2,326+29.1% | $3,062-2.0% | $2,584+16.1% |
| Participant deferral / active EE | $5,296 | $4,133+28.1% | $5,003+5.9% | $4,194+26.3% |
| Admin fee / account holder | $2,396 | $10,148-76.4% | $12,864-81.4% | $7,856-69.5% |