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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 | $106,864-26.6% | $147,318-46.8% | $82,637-5.1% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 13.07% | 27.49%-14.4pp | 70.43%-57.4pp | 53.51%-40.4pp |
| Employer contribution / active EE | $5,033 | $3,417+47.3% | $4,593+9.6% | $2,552+97.2% |
| Participant deferral / active EE | $5,166 | $6,496-20.5% | $7,906-34.7% | $4,126+25.2% |
| Admin fee / account holder | $4,759 | $8,415-43.4% | $13,708-65.3% | $7,339-35.2% |