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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 | $188,009 | $199,109-5.6% | $173,730+8.2% | $154,746+21.5% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 7.14% | 20.02%-12.9pp | 19.96%-12.8pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,059 | $5,311-61.2% | $4,577-55.0% | $4,379-53.0% |
| Participant deferral / active EE | $2,400 | $7,113-66.3% | $6,326-62.1% | $6,730-64.3% |
| Admin fee / account holder | $2,209 | $20,916-89.4% | $17,523-87.4% | $14,365-84.6% |