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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 | $150,684 | $165,399-8.9% | $149,745+0.6% | $158,982-5.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 7.19% | 348.34%-341.1pp | 276.72%-269.5pp | 302.99%-295.8pp |
| Employer contribution / active EE | $45,948 | $5,105+800.1% | $4,646+889.0% | $4,763+864.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,443 | $10,811-3.4% | $9,312+12.2% | $11,252-7.2% |