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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 | $97,959 | $155,555-37.0% | $146,866-33.3% | $155,188-36.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 5.00% | 115.41%-110.4pp | 102.85%-97.8pp | 148.84%-143.8pp |
| Employer contribution / active EE | $2,696 | $4,647-42.0% | $4,425-39.1% | $4,248-36.5% |
| Participant deferral / active EE | $8,480 | $8,044+5.4% | $7,759+9.3% | $6,531+29.8% |
| Admin fee / account holder | $40,663 | $14,755+175.6% | $13,620+198.6% | $14,480+180.8% |