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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 | $120,890 | $124,425-2.8% | $112,040+7.9% | $137,256-11.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.32% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,582 | $5,718-37.4% | $5,098-29.7% | $6,407-44.1% |
| Admin fee / account holder | $1,464 | $15,207-90.4% | $12,098-87.9% | $12,270-88.1% |