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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 | $81,213 | $114,237-28.9% | $119,258-31.9% | $167,536-51.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.11% | 29.87%-20.8pp | 30.69%-21.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $2,399 | $4,481-46.5% | $4,384-45.3% | $4,839-50.4% |
| Participant deferral / active EE | $5,103 | $6,084-16.1% | $6,111-16.5% | $6,342-19.5% |
| Admin fee / account holder | $8,690 | $8,932-2.7% | $7,226+20.3% | $12,315-29.4% |