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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 | $72,117 | $81,504-11.5% | $102,437-29.6% | $80,959-10.9% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 8.53% | 25.60%-17.1pp | 24.95%-16.4pp | 35.67%-27.1pp |
| Employer contribution / active EE | $2,703 | $3,104-12.9% | $3,871-30.2% | $2,757-2.0% |
| Participant deferral / active EE | $5,773 | $3,871+49.1% | $5,060+14.1% | $4,300+34.2% |
| Admin fee / account holder | $1,666 | $6,719-75.2% | $8,388-80.1% | $6,925-75.9% |