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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 | $85,522 | $69,273+23.5% | $90,796-5.8% | $82,637+3.5% |
| Participation rate | 84.0% | 64.0%+20.0pp | 69.5%+14.5pp | 68.1%+15.9pp |
| Annual return | 12.03% | 18.37%-6.3pp | 19.29%-7.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,150 | $1,865-38.3% | $2,294-49.8% | $2,552-54.9% |
| Participant deferral / active EE | $3,196 | $3,047+4.9% | $3,822-16.4% | $4,126-22.5% |
| Admin fee / account holder | $9,603 | $5,511+74.3% | $7,024+36.7% | $7,339+30.9% |