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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 | $126,300 | $174,379-27.6% | $152,093-17.0% | $138,895-9.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.74% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,749 | $4,652-40.9% | $4,175-34.1% | $4,194-34.5% |
| Participant deferral / active EE | $6,349 | $6,159+3.1% | $5,451+16.5% | $6,396-0.7% |
| Admin fee / account holder | $1,522 | $16,880-91.0% | $14,497-89.5% | $12,562-87.9% |