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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 | $126,661-12.0% | $113,397-1.7% | $138,895-19.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 7.46% | 25.05%-17.6pp | 23.20%-15.7pp | 145.39%-137.9pp |
| Employer contribution / active EE | $1,692 | $3,456-51.1% | $2,977-43.2% | $4,194-59.7% |
| Participant deferral / active EE | $5,065 | $5,693-11.0% | $5,076-0.2% | $6,396-20.8% |
| Admin fee / account holder | $45,419 | $14,549+212.2% | $11,957+279.9% | $12,562+261.6% |