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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 | $161,352+16.5% | $134,172+40.0% | $137,256+36.9% |
| Participation rate | 94.4% | 78.3%+16.2pp | 72.5%+22.0pp | 80.0%+14.5pp |
| Annual return | 1.45% | 28.72%-27.3pp | 25.30%-23.8pp | 220.34%-218.9pp |
| Employer contribution / active EE | $4,444 | $4,099+8.4% | $3,420+30.0% | $4,156+6.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,355 | $15,028-57.7% | $12,016-47.1% | $12,270-48.2% |