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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 | $62,302 | $86,949-28.3% | $102,460-39.2% | $80,959-23.0% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.8pp | 67.7%+27.7pp |
| Annual return | 9.94% | 18.89%-9.0pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,734 | $2,370-26.8% | $3,025-42.7% | $2,757-37.1% |
| Participant deferral / active EE | $4,037 | $4,121-2.0% | $5,056-20.2% | $4,300-6.1% |
| Admin fee / account holder | $8,118 | $8,048+0.9% | $9,460-14.2% | $6,925+17.2% |