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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 | $83,373 | $109,620-23.9% | $148,496-43.9% | $94,015-11.3% |
| Participation rate | 86.8% | 71.3%+15.6pp | 76.0%+10.8pp | 70.8%+16.0pp |
| Annual return | 1.74% | 17.54%-15.8pp | 12.33%-10.6pp | 17.84%-16.1pp |
| Employer contribution / active EE | $2,964 | $2,618+13.2% | $3,497-15.2% | $2,790+6.2% |
| Participant deferral / active EE | $4,608 | $3,831+20.3% | $4,808-4.2% | $4,249+8.4% |
| Admin fee / account holder | $948 | $10,050-90.6% | $19,547-95.2% | $8,951-89.4% |