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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 | $83,373 | $94,436-11.7% | $115,599-27.9% | $82,637+0.9% |
| Participation rate | 86.8% | 70.4%+16.4pp | 74.3%+12.6pp | 68.1%+18.8pp |
| Annual return | 1.74% | 18.37%-16.6pp | 111.10%-109.4pp | 53.51%-51.8pp |
| Employer contribution / active EE | $2,964 | $2,324+27.6% | $2,955+0.3% | $2,552+16.1% |
| Participant deferral / active EE | $4,608 | $3,955+16.5% | $4,889-5.8% | $4,126+11.7% |
| Admin fee / account holder | $948 | $10,328-90.8% | $12,841-92.6% | $7,339-87.1% |