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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 | $111,520 | $124,425-10.4% | $112,040-0.5% | $137,256-18.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 7.46% | 24.72%-17.3pp | 24.52%-17.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,692 | $3,411-50.4% | $2,954-42.7% | $4,156-59.3% |
| Participant deferral / active EE | $5,065 | $5,718-11.4% | $5,098-0.6% | $6,407-20.9% |
| Admin fee / account holder | $45,419 | $15,207+198.7% | $12,098+275.4% | $12,270+270.2% |