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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 | $110,148 | $106,864+3.1% | $147,318-25.2% | $82,637+33.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.83% | 27.49%-13.7pp | 70.43%-56.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $3,283 | $3,417-3.9% | $4,593-28.5% | $2,552+28.6% |
| Participant deferral / active EE | $5,671 | $6,496-12.7% | $7,906-28.3% | $4,126+37.4% |
| Admin fee / account holder | $1,225 | $8,415-85.4% | $13,708-91.1% | $7,339-83.3% |