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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 | $160,553 | $181,898-11.7% | $156,551+2.6% | $273,968-41.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.38% | 30.74%-28.4pp | 32.23%-29.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $2,789 | $6,248-55.4% | $5,501-49.3% | $4,869-42.7% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $2,072 | $15,560-86.7% | $13,028-84.1% | $10,132-79.6% |