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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 | $98,522 | $184,014-46.5% | $161,149-38.9% | $138,895-29.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 5.01% | 21.52%-16.5pp | 21.16%-16.2pp | 145.39%-140.4pp |
| Employer contribution / active EE | $2,101 | $5,055-58.4% | $4,360-51.8% | $4,194-49.9% |
| Participant deferral / active EE | $6,154 | $6,909-10.9% | $6,1530% | $6,396-3.8% |
| Admin fee / account holder | $6,182 | $18,027-65.7% | $15,194-59.3% | $12,562-50.8% |