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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 | $78,266 | $77,358+1.2% | $102,184-23.4% | $87,485-10.5% |
| Participation rate | 82.9% | 78.7%+4.2pp | 82.6%+0.3pp | 68.9%+13.9pp |
| Annual return | 12.83% | 41.11%-28.3pp | 31.58%-18.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,993 | $2,562+55.8% | $3,594+11.1% | $2,596+53.8% |
| Participant deferral / active EE | $7,330 | $6,753+8.6% | $8,309-11.8% | $4,274+71.5% |
| Admin fee / account holder | $3,141 | $6,809-53.9% | $11,609-72.9% | $7,775-59.6% |