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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 | $69,444+25.7% | $92,985-6.1% | $87,485-0.2% |
| Participation rate | 82.4% | 63.3%+19.1pp | 69.5%+12.9pp | 68.9%+13.4pp |
| Annual return | 5.02% | 23.85%-18.8pp | 27.99%-23.0pp | 26.06%-21.0pp |
| Employer contribution / active EE | $1,699 | $1,917-11.4% | $2,662-36.2% | $2,596-34.5% |
| Participant deferral / active EE | $3,152 | $3,364-6.3% | $4,377-28.0% | $4,274-26.2% |
| Admin fee / account holder | $820 | $6,137-86.6% | $9,463-91.3% | $7,775-89.4% |