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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 | $78,353 | $135,956-42.4% | $123,894-36.8% | $273,972-71.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -13.85% | 56.63%-70.5pp | 47.52%-61.4pp | 41.46%-55.3pp |
| Employer contribution / active EE | $43,546 | $5,170+742.3% | $4,617+843.2% | $4,869+794.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,882 | $9,817-19.7% | $8,357-5.7% | $10,133-22.2% |