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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 | $184,014-38.4% | $161,149-29.6% | $138,895-18.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 2.99% | 21.52%-18.5pp | 21.16%-18.2pp | 145.39%-142.4pp |
| Employer contribution / active EE | $3,506 | $5,055-30.7% | $4,360-19.6% | $4,194-16.4% |
| Participant deferral / active EE | $6,815 | $6,909-1.4% | $6,153+10.8% | $6,396+6.6% |
| Admin fee / account holder | $2,542 | $18,027-85.9% | $15,194-83.3% | $12,562-79.8% |