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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 | $126,661-35.6% | $113,397-28.1% | $138,895-41.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 6.51% | 25.05%-18.5pp | 23.20%-16.7pp | 145.39%-138.9pp |
| Employer contribution / active EE | $1,187 | $3,456-65.7% | $2,977-60.1% | $4,194-71.7% |
| Participant deferral / active EE | $2,072 | $5,693-63.6% | $5,076-59.2% | $6,396-67.6% |
| Admin fee / account holder | $1,686 | $14,549-88.4% | $11,957-85.9% | $12,562-86.6% |