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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 | $113,425 | $254,759-55.5% | $216,567-47.6% | $198,609-42.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 2.99% | 10.04%-7.1pp | 12.94%-10.0pp | 202.70%-199.7pp |
| Employer contribution / active EE | $3,506 | $6,096-42.5% | $5,216-32.8% | $5,055-30.7% |
| Participant deferral / active EE | $6,815 | $6,948-1.9% | $6,191+10.1% | $6,977-2.3% |
| Admin fee / account holder | $2,542 | $26,311-90.3% | $21,981-88.4% | $19,030-86.6% |