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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $827,042 | $827,0420% | - | - |
| Participation rate | 0.0% | 68.8%-68.8pp | - | - |
| Annual return | 7.28% | 12.20%-4.9pp | - | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | - | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | - | - |
| Admin fee / account holder | $28,304 | $28,3040% | - | - |