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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 | $68,506 | $176,105-61.1% | $159,474-57.0% | $167,536-59.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -1.91% | 331.91%-333.8pp | 263.68%-265.6pp | 478.82%-480.7pp |
| Employer contribution / active EE | $1,700 | $5,299-67.9% | $4,831-64.8% | $4,839-64.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,692 | $12,559-78.6% | $10,802-75.1% | $12,315-78.1% |