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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 | $84,147 | $184,014-54.3% | $161,149-47.8% | $138,895-39.4% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.8%+16.6pp | 79.9%+15.5pp |
| Annual return | 6.49% | 21.52%-15.0pp | 21.16%-14.7pp | 145.39%-138.9pp |
| Employer contribution / active EE | $1,956 | $5,055-61.3% | $4,360-55.1% | $4,194-53.4% |
| Participant deferral / active EE | $3,377 | $6,909-51.1% | $6,153-45.1% | $6,396-47.2% |
| Admin fee / account holder | $2,725 | $18,027-84.9% | $15,194-82.1% | $12,562-78.3% |