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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 | $107,037 | $105,856+1.1% | $90,161+18.7% | $147,586-27.5% |
| Participation rate | 91.3% | 79.7%+11.6pp | 76.9%+14.4pp | 82.8%+8.5pp |
| Annual return | 7.07% | 37.63%-30.6pp | 34.89%-27.8pp | 578.59%-571.5pp |
| Employer contribution / active EE | $1,488 | $4,126-63.9% | $3,318-55.2% | $4,876-69.5% |
| Participant deferral / active EE | $2,704 | $5,733-52.8% | $5,287-48.9% | $5,439-50.3% |
| Admin fee / account holder | $1,084 | $8,046-86.5% | $5,943-81.8% | $10,886-90.0% |