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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 | $87,875 | $157,276-44.1% | $141,177-37.8% | $152,885-42.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -12.48% | 64.33%-76.8pp | 71.40%-83.9pp | 345.39%-357.9pp |
| Employer contribution / active EE | $56,716 | $5,262+977.9% | $4,736+1097.7% | $4,763+1090.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,430 | $12,123-22.2% | $10,263-8.1% | $11,598-18.7% |