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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 | $78,449 | $88,996-11.9% | $78,004+0.6% | $138,895-43.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 8.61% | 28.03%-19.4pp | 31.07%-22.5pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,012 | $2,917-31.0% | $2,469-18.5% | $4,194-52.0% |
| Participant deferral / active EE | $3,170 | $4,724-32.9% | $4,092-22.5% | $6,396-50.4% |
| Admin fee / account holder | $431 | $8,807-95.1% | $7,578-94.3% | $12,562-96.6% |