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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 | $78,443 | $106,749-26.5% | $145,433-46.1% | $82,448-4.9% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 13.07% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $5,033 | $3,444+46.1% | $4,554+10.5% | $2,551+97.3% |
| Participant deferral / active EE | $5,166 | $6,519-20.8% | $7,897-34.6% | $4,139+24.8% |
| Admin fee / account holder | $4,759 | $8,390-43.3% | $13,129-63.8% | $7,234-34.2% |