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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 | $175,859 | $197,819-11.1% | $155,789+12.9% | $125,389+40.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -6.41% | 86.73%-93.1pp | 71.54%-77.9pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,896 | $5,631+93.5% | $4,798+127.1% | $5,352+103.6% |
| Admin fee / account holder | $4,159 | $9,544-56.4% | $7,477-44.4% | $9,541-56.4% |