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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 | $111,835 | $124,980-10.5% | $108,359+3.2% | $154,746-27.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 7.47% | 45.00%-37.5pp | 36.89%-29.4pp | 172.34%-164.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,134 | $4,743+50.4% | $4,137+72.4% | $6,730+6.0% |
| Admin fee / account holder | $4,885 | $11,502-57.5% | $9,741-49.9% | $14,365-66.0% |