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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 | $81,507 | $138,312-41.1% | $122,979-33.7% | $155,188-47.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 6.51% | 22.06%-15.6pp | 20.12%-13.6pp | 148.84%-142.3pp |
| Employer contribution / active EE | $1,187 | $3,530-66.4% | $3,062-61.2% | $4,248-72.1% |
| Participant deferral / active EE | $2,072 | $5,592-62.9% | $5,003-58.6% | $6,531-68.3% |
| Admin fee / account holder | $1,686 | $15,089-88.8% | $12,864-86.9% | $14,480-88.4% |