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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,902 | $177,156+6.1% | $147,027+27.8% | $154,746+21.4% |
| Participation rate | 94.4% | 79.4%+15.1pp | 73.7%+20.7pp | 80.7%+13.7pp |
| Annual return | 1.45% | 21.94%-20.5pp | 20.23%-18.8pp | 172.34%-170.9pp |
| Employer contribution / active EE | $4,444 | $4,336+2.5% | $3,626+22.6% | $4,379+1.5% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,355 | $14,904-57.4% | $12,223-48.0% | $14,365-55.8% |