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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 | $88,996-17.4% | $78,004-5.7% | $138,895-47.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 3.61% | 28.03%-24.4pp | 31.07%-27.5pp | 145.39%-141.8pp |
| Employer contribution / active EE | $1,150 | $2,917-60.6% | $2,469-53.4% | $4,194-72.6% |
| Participant deferral / active EE | $1,393 | $4,724-70.5% | $4,092-66.0% | $6,396-78.2% |
| Admin fee / account holder | $955 | $8,807-89.2% | $7,578-87.4% | $12,562-92.4% |