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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 | $325,016 | $140,592+131.2% | $123,105+164.0% | $125,389+159.2% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -6.42% | 16.80%-23.2pp | 13.22%-19.6pp | 282.24%-288.7pp |
| Employer contribution / active EE | $27,775 | $6,041+359.8% | $5,151+439.2% | $4,866+470.8% |
| Participant deferral / active EE | $1,050 | $6,980-85.0% | $6,229-83.1% | $5,352-80.4% |
| Admin fee / account holder | $3,367 | $11,198-69.9% | $9,014-62.6% | $9,541-64.7% |