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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 | $68,171 | $124,425-45.2% | $112,040-39.2% | $137,256-50.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 6.12% | 24.72%-18.6pp | 24.52%-18.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $3,962 | $3,411+16.1% | $2,954+34.1% | $4,156-4.7% |
| Participant deferral / active EE | $6,565 | $5,718+14.8% | $5,098+28.8% | $6,407+2.5% |
| Admin fee / account holder | $3,888 | $15,207-74.4% | $12,098-67.9% | $12,270-68.3% |