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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 | $224,114 | $215,361+4.1% | $171,082+31.0% | $273,972-18.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.84% | 25.14%-24.3pp | 32.56%-31.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $2,263 | $4,967-54.4% | $4,002-43.5% | $4,869-53.5% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,631 | $10,846+7.2% | $8,520+36.5% | $10,133+14.8% |