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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 | $84,443 | $106,864-21.0% | $147,318-42.7% | $82,637+2.2% |
| Participation rate | 89.2% | 75.5%+13.7pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 13.38% | 27.49%-14.1pp | 70.43%-57.1pp | 53.51%-40.1pp |
| Employer contribution / active EE | $3,004 | $3,417-12.1% | $4,593-34.6% | $2,552+17.7% |
| Participant deferral / active EE | $3,786 | $6,496-41.7% | $7,906-52.1% | $4,126-8.2% |
| Admin fee / account holder | $8,515 | $8,415+1.2% | $13,708-37.9% | $7,339+16.0% |