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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 | $80,646 | $117,426-31.3% | $99,470-18.9% | $152,885-47.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.84% | 31.87%-31.0pp | 30.72%-29.9pp | 345.39%-344.6pp |
| Employer contribution / active EE | $3,154 | $3,014+4.6% | $2,540+24.1% | $4,763-33.8% |
| Participant deferral / active EE | $5,329 | $4,086+30.4% | $3,619+47.3% | $5,851-8.9% |
| Admin fee / account holder | $3,040 | $7,634-60.2% | $6,252-51.4% | $11,598-73.8% |