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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 | $88,162 | $57,590+53.1% | $86,233+2.2% | $82,448+6.9% |
| Participation rate | 93.3% | 57.9%+35.5pp | 69.0%+24.3pp | 68.1%+25.3pp |
| Annual return | 12.68% | 22.41%-9.7pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $721 | $1,655-56.5% | $2,504-71.2% | $2,551-71.8% |
| Participant deferral / active EE | $5,004 | $3,080+62.5% | $4,559+9.8% | $4,139+20.9% |
| Admin fee / account holder | $4,050 | $4,730-14.4% | $8,342-51.5% | $7,234-44.0% |