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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 | $56,924 | $153,769-63.0% | $133,975-57.5% | $273,972-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -4.28% | 36.51%-40.8pp | 29.29%-33.6pp | 41.46%-45.7pp |
| Employer contribution / active EE | $2,152 | $6,029-64.3% | $5,211-58.7% | $4,869-55.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,976 | $11,765-83.2% | $9,324-78.8% | $10,133-80.5% |