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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 | $39,044 | $166,242-76.5% | $165,071-76.3% | $145,884-73.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 4.45% | 100.44%-96.0pp | 70.17%-65.7pp | 551.85%-547.4pp |
| Employer contribution / active EE | $1,672 | $5,283-68.4% | $4,347-61.5% | $4,662-64.1% |
| Participant deferral / active EE | $2,300 | $6,964-67.0% | $6,035-61.9% | $6,690-65.6% |
| Admin fee / account holder | $6,924 | $16,658-58.4% | $12,695-45.5% | $13,392-48.3% |