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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 | $120,269 | $111,301+8.1% | $112,977+6.5% | $158,966-24.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 6.83% | 26.40%-19.6pp | 24.24%-17.4pp | 302.95%-296.1pp |
| Employer contribution / active EE | $1,270 | $4,471-71.6% | $4,255-70.1% | $4,762-73.3% |
| Participant deferral / active EE | $3,195 | $5,880-45.7% | $5,836-45.2% | $5,983-46.6% |
| Admin fee / account holder | $4,053 | $8,392-51.7% | $6,294-35.6% | $11,250-64.0% |