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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 | $106,257 | $69,590+52.7% | $136,867-22.4% | $94,015+13.0% |
| Participation rate | 90.6% | 66.3%+24.3pp | 74.5%+16.1pp | 70.8%+19.8pp |
| Annual return | 8.90% | 19.62%-10.7pp | 42.97%-34.1pp | 17.84%-8.9pp |
| Employer contribution / active EE | $575 | $2,396-76.0% | $3,547-83.8% | $2,790-79.4% |
| Participant deferral / active EE | $4,721 | $3,437+37.4% | $4,924-4.1% | $4,249+11.1% |
| Admin fee / account holder | $9,840 | $8,912+10.4% | $10,340-4.8% | $8,951+9.9% |