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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 | $105,699 | $117,904-10.4% | $102,457+3.2% | $145,978-27.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 6.63% | 31.80%-25.2pp | 29.41%-22.8pp | 550.52%-543.9pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,093 | $5,733-46.1% | $5,054-38.8% | $6,690-53.8% |
| Admin fee / account holder | $981 | $13,329-92.6% | $9,451-89.6% | $13,400-92.7% |