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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 | $106,527 | $124,425-14.4% | $112,040-4.9% | $137,256-22.4% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 9.49% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,704 | $3,411-50.0% | $2,954-42.3% | $4,156-59.0% |
| Participant deferral / active EE | $3,720 | $5,718-34.9% | $5,098-27.0% | $6,407-41.9% |
| Admin fee / account holder | $1,347 | $15,207-91.1% | $12,098-88.9% | $12,270-89.0% |