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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 | $60,676 | $106,749-43.2% | $145,433-58.3% | $82,448-26.4% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 14.09% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,040 | $3,444-40.8% | $4,554-55.2% | $2,551-20.0% |
| Participant deferral / active EE | $3,484 | $6,519-46.6% | $7,897-55.9% | $4,139-15.8% |
| Admin fee / account holder | $9,520 | $8,390+13.5% | $13,129-27.5% | $7,234+31.6% |