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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 | $73,525 | $106,588-31.0% | $94,215-22.0% | $155,188-52.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 70.0%+17.5pp | 80.8%+6.7pp |
| Annual return | 3.61% | 29.39%-25.8pp | 28.22%-24.6pp | 148.84%-145.2pp |
| Employer contribution / active EE | $1,150 | $3,080-62.7% | $2,675-57.0% | $4,248-72.9% |
| Participant deferral / active EE | $1,393 | $4,802-71.0% | $4,276-67.4% | $6,531-78.7% |
| Admin fee / account holder | $955 | $12,281-92.2% | $10,216-90.6% | $14,480-93.4% |