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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 | $66,999 | $57,140+17.3% | $85,240-21.4% | $80,959-17.2% |
| Participation rate | 72.7% | 56.4%+16.3pp | 67.5%+5.2pp | 67.7%+5.1pp |
| Annual return | 10.11% | 21.71%-11.6pp | 66.75%-56.6pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,949 | $1,802+8.2% | $2,735-28.7% | $2,757-29.3% |
| Participant deferral / active EE | $4,641 | $3,115+49.0% | $4,527+2.5% | $4,300+7.9% |
| Admin fee / account holder | $2,021 | $4,992-59.5% | $6,165-67.2% | $6,925-70.8% |