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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 | $149,604 | $136,860+9.3% | $120,344+24.3% | $154,746-3.3% |
| Participation rate | 78.9% | 79.9%-0.9pp | 76.7%+2.2pp | 80.7%-1.8pp |
| Annual return | 3.43% | 21.38%-17.9pp | 20.30%-16.9pp | 172.34%-168.9pp |
| Employer contribution / active EE | $1,631 | $3,533-53.8% | $3,020-46.0% | $4,379-62.7% |
| Participant deferral / active EE | $2,378 | $5,793-59.0% | $5,135-53.7% | $6,730-64.7% |
| Admin fee / account holder | $4,935 | $15,393-67.9% | $12,742-61.3% | $14,365-65.6% |