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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 | $119,559 | $181,895-34.3% | $156,551-23.6% | $273,973-56.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 1.31% | 30.74%-29.4pp | 32.23%-30.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $5,802 | $6,248-7.1% | $5,501+5.5% | $4,869+19.2% |
| Participant deferral / active EE | $4,498 | $5,550-18.9% | $4,871-7.7% | $5,287-14.9% |
| Admin fee / account holder | $620 | $15,560-96.0% | $13,028-95.2% | $10,133-93.9% |