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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 | $99,137 | $162,821-39.1% | $133,978-26.0% | $158,982-37.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 3.55% | 41.95%-38.4pp | 45.10%-41.6pp | 302.99%-299.4pp |
| Employer contribution / active EE | $1,233 | $4,976-75.2% | $3,919-68.5% | $4,763-74.1% |
| Participant deferral / active EE | $5,208 | $5,910-11.9% | $5,047+3.2% | $5,983-13.0% |
| Admin fee / account holder | $13,275 | $11,742+13.1% | $8,930+48.7% | $11,252+18.0% |