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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 | $87,261 | $88,583-1.5% | $88,497-1.4% | $273,972-68.1% |
| Participation rate | 93.3% | 83.5%+9.9pp | 82.4%+10.9pp | 83.0%+10.3pp |
| Annual return | 1.66% | 5.68%-4.0pp | 7.63%-6.0pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,323 | $4,502-70.6% | $4,036-67.2% | $4,869-72.8% |
| Participant deferral / active EE | $4,307 | $4,891-12.0% | $4,899-12.1% | $5,287-18.5% |
| Admin fee / account holder | $2,650 | $8,980-70.5% | $6,220-57.4% | $10,133-73.8% |