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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 | $212,777-11.7% | $173,703+8.2% | $198,609-5.4% |
| Participation rate | 94.4% | 81.1%+13.4pp | 75.9%+18.5pp | 82.4%+12.1pp |
| Annual return | 1.45% | 18.82%-17.4pp | 17.46%-16.0pp | 202.70%-201.2pp |
| Employer contribution / active EE | $4,444 | $5,214-14.8% | $4,288+3.7% | $5,055-12.1% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,355 | $19,536-67.5% | $15,562-59.2% | $19,030-66.6% |