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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 | $78,363 | $86,940-9.9% | $102,434-23.5% | $80,935-3.2% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.7%+26.3pp |
| Annual return | 10.38% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $4,619 | $2,370+94.9% | $3,023+52.8% | $2,757+67.6% |
| Participant deferral / active EE | $3,332 | $4,121-19.1% | $5,055-34.1% | $4,299-22.5% |
| Admin fee / account holder | $5,084 | $8,047-36.8% | $9,462-46.3% | $6,924-26.6% |