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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 | $56,705 | $57,590-1.5% | $86,233-34.2% | $82,448-31.2% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.0%+11.0pp | 68.1%+11.9pp |
| Annual return | 11.50% | 22.41%-10.9pp | 61.39%-49.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,167 | $1,655+30.9% | $2,504-13.5% | $2,551-15.1% |
| Participant deferral / active EE | $4,553 | $3,080+47.8% | $4,559-0.1% | $4,139+10.0% |
| Admin fee / account holder | $3,141 | $4,730-33.6% | $8,342-62.3% | $7,234-56.6% |