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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 | $61,480 | $94,031-34.6% | $115,768-46.9% | $82,448-25.4% |
| Participation rate | 81.5% | 70.4%+11.1pp | 74.4%+7.1pp | 68.1%+13.4pp |
| Annual return | 11.00% | 20.61%-9.6pp | 100.46%-89.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,913 | $2,323+25.4% | $2,940-0.9% | $2,551+14.2% |
| Participant deferral / active EE | $4,042 | $3,972+1.8% | $4,917-17.8% | $4,139-2.4% |
| Admin fee / account holder | $9,045 | $10,249-11.7% | $12,439-27.3% | $7,234+25.0% |