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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 | $63,847 | $56,277+13.5% | $80,976-21.2% | $62,891+1.5% |
| Participation rate | 92.5% | 69.0%+23.5pp | 75.8%+16.6pp | 69.3%+23.1pp |
| Annual return | 0.07% | 22.12%-22.1pp | 17.10%-17.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,568 | $1,943+32.2% | $3,714-30.9% | $2,281+12.6% |
| Participant deferral / active EE | $4,207 | $4,195+0.3% | $5,696-26.1% | $3,203+31.3% |
| Admin fee / account holder | $3,361 | $3,741-10.1% | $5,516-39.1% | $4,296-21.7% |