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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 | $77,710 | $106,864-27.3% | $147,318-47.3% | $82,637-6.0% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 13.09% | 27.49%-14.4pp | 70.43%-57.3pp | 53.51%-40.4pp |
| Employer contribution / active EE | $3,998 | $3,417+17.0% | $4,593-12.9% | $2,552+56.7% |
| Participant deferral / active EE | $7,852 | $6,496+20.9% | $7,906-0.7% | $4,126+90.3% |
| Admin fee / account holder | $2,446 | $8,415-70.9% | $13,708-82.2% | $7,339-66.7% |