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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 | $76,526 | $124,425-38.5% | $112,040-31.7% | $137,256-44.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.57% | 24.72%-19.1pp | 24.52%-18.9pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,727 | $3,411-20.1% | $2,954-7.7% | $4,156-34.4% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $780 | $15,207-94.9% | $12,098-93.5% | $12,270-93.6% |