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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 | $249,084 | $157,296+58.4% | $141,191+76.4% | $152,897+62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.99% | 64.34%-54.4pp | 71.41%-61.4pp | 345.43%-335.4pp |
| Employer contribution / active EE | $16,000 | $5,262+204.1% | $4,736+237.8% | $4,764+235.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $47,451 | $12,125+291.4% | $10,264+362.3% | $11,599+309.1% |