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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 | $87,269 | $76,564+14.0% | $105,582-17.3% | $94,015-7.2% |
| Participation rate | 82.4% | 65.2%+17.2pp | 71.8%+10.6pp | 70.8%+11.5pp |
| Annual return | 5.02% | 20.69%-15.7pp | 18.61%-13.6pp | 17.84%-12.8pp |
| Employer contribution / active EE | $1,699 | $1,995-14.8% | $2,984-43.1% | $2,790-39.1% |
| Participant deferral / active EE | $3,152 | $3,320-5.1% | $4,353-27.6% | $4,249-25.8% |
| Admin fee / account holder | $820 | $7,129-88.5% | $12,856-93.6% | $8,951-90.8% |