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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 | $73,505 | $57,590+27.6% | $86,233-14.8% | $82,448-10.8% |
| Participation rate | 79.4% | 57.9%+21.5pp | 69.0%+10.4pp | 68.1%+11.3pp |
| Annual return | 13.34% | 22.41%-9.1pp | 61.39%-48.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,222 | $1,655+34.2% | $2,504-11.3% | $2,551-12.9% |
| Participant deferral / active EE | $4,956 | $3,080+60.9% | $4,559+8.7% | $4,139+19.7% |
| Admin fee / account holder | $3,089 | $4,730-34.7% | $8,342-63.0% | $7,234-57.3% |