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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.)
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 | $1,481,987 | $126,519+1071.4% | $106,201+1295.5% | $145,959+915.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -4.17% | 225.10%-229.3pp | 116.26%-120.4pp | 561.95%-566.1pp |
| Employer contribution / active EE | $40,357 | $3,726+983.2% | $3,170+1173.2% | $4,661+765.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $168,053 | $17,312+870.7% | $11,039+1422.3% | $13,398+1154.3% |