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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 | $70,405 | $136,860-48.6% | $120,344-41.5% | $154,746-54.5% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 8.27% | 21.38%-13.1pp | 20.30%-12.0pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,718 | $3,533-23.1% | $3,020-10.0% | $4,379-37.9% |
| Participant deferral / active EE | $3,806 | $5,793-34.3% | $5,135-25.9% | $6,730-43.4% |
| Admin fee / account holder | $895 | $15,393-94.2% | $12,742-93.0% | $14,365-93.8% |