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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 | $156,398+14.4% | $147,318+21.5% | $138,895+28.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 3.53% | 78.75%-75.2pp | 70.43%-66.9pp | 145.39%-141.9pp |
| Employer contribution / active EE | $17,020 | $4,853+250.7% | $4,593+270.6% | $4,194+305.8% |
| Participant deferral / active EE | $3,690 | $8,237-55.2% | $7,906-53.3% | $6,396-42.3% |
| Admin fee / account holder | $14,702 | $14,976-1.8% | $13,708+7.3% | $12,562+17.0% |