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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).
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 | $541,523 | $162,322+233.6% | $135,982+298.2% | - |
| Participation rate | 0.0% | 71.5%-71.5pp | 81.9%-81.9pp | - |
| Annual return | -1.39% | 15.59%-17.0pp | 68.32%-69.7pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,859-100.0% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,760-100.0% | - |
| Admin fee / account holder | $229,195 | $23,877+859.9% | $10,767+2028.6% | - |