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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $200,974 | $211,224-4.9% | $178,505+12.6% | $145,897+37.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.50% | 30.28%-5.8pp | 27.16%-2.7pp | 552.29%-527.8pp |
| Employer contribution / active EE | $12,500 | $4,577+173.1% | $3,955+216.0% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $45,530 | $12,109+276.0% | $10,428+336.6% | $13,390+240.0% |