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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 | $165,203 | $199,109-17.0% | $173,730-4.9% | $154,746+6.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 4.91% | 20.02%-15.1pp | 19.96%-15.0pp | 172.34%-167.4pp |
| Employer contribution / active EE | $2,461 | $5,311-53.7% | $4,577-46.2% | $4,379-43.8% |
| Participant deferral / active EE | $4,451 | $7,113-37.4% | $6,326-29.6% | $6,730-33.9% |
| Admin fee / account holder | $33,861 | $20,916+61.9% | $17,523+93.2% | $14,365+135.7% |