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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 | $82,560 | $100,970-18.2% | $96,576-14.5% | $137,256-39.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 10.44% | 38.16%-27.7pp | 38.47%-28.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,613 | $3,809-31.4% | $3,553-26.5% | $4,156-37.1% |
| Participant deferral / active EE | $5,684 | $8,286-31.4% | $7,956-28.6% | $6,407-11.3% |
| Admin fee / account holder | $3,493 | $11,312-69.1% | $11,381-69.3% | $12,270-71.5% |