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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 | $123,525 | $118,488+4.3% | $98,462+25.5% | $139,487-11.4% |
| Participation rate | 86.4% | 77.5%+8.9pp | 75.2%+11.2pp | 80.3%+6.0pp |
| Annual return | 2.39% | 18.96%-16.6pp | 21.17%-18.8pp | 373.84%-371.5pp |
| Employer contribution / active EE | $2,273 | $3,611-37.1% | $3,049-25.5% | $4,755-52.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,896 | $13,868-71.9% | $8,875-56.1% | $11,407-65.8% |