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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 | $178,992 | $162,136+10.4% | $152,301+17.5% | $154,746+15.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 3.53% | 91.02%-87.5pp | 80.50%-77.0pp | 172.34%-168.8pp |
| Employer contribution / active EE | $17,020 | $4,890+248.0% | $4,624+268.0% | $4,379+288.7% |
| Participant deferral / active EE | $3,690 | $8,341-55.8% | $8,004-53.9% | $6,730-45.2% |
| Admin fee / account holder | $14,702 | $15,759-6.7% | $14,398+2.1% | $14,365+2.3% |