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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 | $134,664 | $111,814+20.4% | $103,378+30.3% | $145,978-7.8% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 8.82% | 24.80%-16.0pp | 24.91%-16.1pp | 550.52%-541.7pp |
| Employer contribution / active EE | $2,545 | $4,215-39.6% | $3,870-34.2% | $4,662-45.4% |
| Participant deferral / active EE | $4,965 | $5,618-11.6% | $5,058-1.8% | $6,690-25.8% |
| Admin fee / account holder | $5,530 | $9,764-43.4% | $8,401-34.2% | $13,400-58.7% |