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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 | $62,368 | $75,935-17.9% | $60,547+3.0% | $125,389-50.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 4.23% | -5.38%+9.6pp | 335.64%-331.4pp | 282.24%-278.0pp |
| Employer contribution / active EE | $2,028 | $3,438-41.0% | $2,419-16.2% | $4,866-58.3% |
| Participant deferral / active EE | $345 | $4,506-92.4% | $3,328-89.6% | $5,352-93.6% |
| Admin fee / account holder | $3,613 | $6,768-46.6% | $4,536-20.3% | $9,541-62.1% |