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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 | $98,770 | $76,551+29.0% | $123,894-20.3% | $62,881+57.1% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 5.70% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,988 | $2,882+38.3% | $4,617-13.6% | $2,281+74.8% |
| Participant deferral / active EE | $6,231 | $4,840+28.8% | $5,984+4.1% | $3,203+94.5% |
| Admin fee / account holder | $2,129 | $4,826-55.9% | $8,357-74.5% | $4,296-50.4% |