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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 | $176,881 | $162,967+8.5% | $135,792+30.3% | $138,895+27.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 5.73% | 30.08%-24.3pp | 25.96%-20.2pp | 145.39%-139.7pp |
| Employer contribution / active EE | $3,333 | $4,211-20.8% | $3,496-4.6% | $4,194-20.5% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,117 | $15,306-60.0% | $12,266-50.1% | $12,562-51.3% |