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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 | $132,328 | $184,014-28.1% | $161,149-17.9% | $138,895-4.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.8%-0.3pp | 79.9%-1.3pp |
| Annual return | 8.98% | 21.52%-12.5pp | 21.16%-12.2pp | 145.39%-136.4pp |
| Employer contribution / active EE | $2,385 | $5,055-52.8% | $4,360-45.3% | $4,194-43.1% |
| Participant deferral / active EE | $3,758 | $6,909-45.6% | $6,153-38.9% | $6,396-41.2% |
| Admin fee / account holder | $12,711 | $18,027-29.5% | $15,194-16.3% | $12,562+1.2% |