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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 | $127,880 | $124,425+2.8% | $112,040+14.1% | $137,256-6.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 7.48% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,663 | $3,411-22.0% | $2,954-9.9% | $4,156-35.9% |
| Participant deferral / active EE | $3,755 | $5,718-34.3% | $5,098-26.3% | $6,407-41.4% |
| Admin fee / account holder | $680 | $15,207-95.5% | $12,098-94.4% | $12,270-94.5% |