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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 | $63,723 | $63,355+0.6% | $91,989-30.7% | $72,986-12.7% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 6.66% | 35.35%-28.7pp | 69.02%-62.4pp | 81.01%-74.3pp |
| Employer contribution / active EE | $1,850 | $2,116-12.6% | $3,452-46.4% | $2,440-24.2% |
| Participant deferral / active EE | $4,013 | $4,883-17.8% | $5,923-32.3% | $3,607+11.2% |
| Admin fee / account holder | $3,817 | $4,668-18.2% | $7,743-50.7% | $5,124-25.5% |