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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 | $97,648-14.6% | $121,663-31.5% | $87,485-4.7% |
| Participation rate | 86.8% | 70.5%+16.4pp | 74.5%+12.4pp | 68.9%+17.9pp |
| Annual return | 1.74% | 18.03%-16.3pp | 147.54%-145.8pp | 26.06%-24.3pp |
| Employer contribution / active EE | $2,964 | $2,300+28.9% | $3,020-1.8% | $2,596+14.2% |
| Participant deferral / active EE | $4,608 | $3,923+17.5% | $4,887-5.7% | $4,274+7.8% |
| Admin fee / account holder | $948 | $11,100-91.5% | $14,289-93.4% | $7,775-87.8% |