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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 | $136,860-18.5% | $120,344-7.3% | $154,746-27.9% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 7.46% | 21.38%-13.9pp | 20.30%-12.8pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,692 | $3,533-52.1% | $3,020-44.0% | $4,379-61.4% |
| Participant deferral / active EE | $5,065 | $5,793-12.6% | $5,135-1.4% | $6,730-24.7% |
| Admin fee / account holder | $45,419 | $15,393+195.1% | $12,742+256.5% | $14,365+216.2% |