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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 | $27,729 | $99,995-72.3% | $85,063-67.4% | $145,978-81.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -57.01% | 83.99%-141.0pp | 66.54%-123.5pp | 550.52%-607.5pp |
| Employer contribution / active EE | $3,237 | $3,231+0.2% | $2,727+18.7% | $4,662-30.6% |
| Participant deferral / active EE | $5,657 | $5,295+6.8% | $4,523+25.1% | $6,690-15.4% |
| Admin fee / account holder | $4,837 | $7,255-33.3% | $6,155-21.4% | $13,400-63.9% |