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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 | $61,643 | $70,486-12.5% | $100,528-38.7% | $79,852-22.8% |
| Participation rate | 93.1% | 73.6%+19.5pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 3.00% | 21.90%-18.9pp | 30.90%-27.9pp | 31.72%-28.7pp |
| Employer contribution / active EE | $3,739 | $2,165+72.7% | $3,419+9.4% | $2,471+51.3% |
| Participant deferral / active EE | $2,727 | $5,182-47.4% | $6,271-56.5% | $3,740-27.1% |
| Admin fee / account holder | $5,353 | $4,480+19.5% | $8,084-33.8% | $5,306+0.9% |