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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 | $76,445 | $78,520-2.6% | $96,576-20.8% | $82,448-7.3% |
| Participation rate | 83.3% | 77.7%+5.6pp | 81.4%+1.9pp | 68.1%+15.3pp |
| Annual return | 14.51% | 41.30%-26.8pp | 38.47%-24.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,988 | $2,630+51.6% | $3,553+12.2% | $2,551+56.3% |
| Participant deferral / active EE | $5,929 | $6,754-12.2% | $7,956-25.5% | $4,139+43.2% |
| Admin fee / account holder | $3,069 | $13,455-77.2% | $11,381-73.0% | $7,234-57.6% |