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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 | $76,609 | $75,541+1.4% | $152,093-49.6% | $82,637-7.3% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 10.67% | 32.56%-21.9pp | 66.36%-55.7pp | 53.51%-42.8pp |
| Employer contribution / active EE | $2,973 | $2,622+13.4% | $4,175-28.8% | $2,552+16.5% |
| Participant deferral / active EE | $5,742 | $3,206+79.1% | $5,451+5.3% | $4,126+39.2% |
| Admin fee / account holder | $420 | $6,405-93.4% | $14,497-97.1% | $7,339-94.3% |