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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 | $103,812 | $110,379-5.9% | $102,412+1.4% | $145,884-28.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 7.12% | 24.84%-17.7pp | 24.94%-17.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,526 | $4,216-63.8% | $3,870-60.6% | $4,662-67.3% |
| Participant deferral / active EE | $4,358 | $5,622-22.5% | $5,060-13.9% | $6,690-34.9% |
| Admin fee / account holder | $992 | $9,745-89.8% | $8,388-88.2% | $13,392-92.6% |