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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 | $97,467 | $105,623-7.7% | $87,502+11.4% | $273,972-64.4% |
| Participation rate | 92.3% | 78.2%+14.1pp | 73.8%+18.5pp | 83.0%+9.3pp |
| Annual return | -0.40% | 12.26%-12.7pp | 12.21%-12.6pp | 41.46%-41.9pp |
| Employer contribution / active EE | $2,560 | $3,141-18.5% | $2,550+0.4% | $4,869-47.4% |
| Participant deferral / active EE | $4,324 | $3,601+20.1% | $3,149+37.3% | $5,287-18.2% |
| Admin fee / account holder | $892 | $4,781-81.3% | $4,221-78.9% | $10,133-91.2% |