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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 | $69,955 | $106,749-34.5% | $145,433-51.9% | $82,448-15.2% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 11.74% | 27.59%-15.9pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,783 | $3,444-19.2% | $4,554-38.9% | $2,551+9.1% |
| Participant deferral / active EE | $2,884 | $6,519-55.8% | $7,897-63.5% | $4,139-30.3% |
| Admin fee / account holder | $2,791 | $8,390-66.7% | $13,129-78.7% | $7,234-61.4% |