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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 | $78,877 | $106,524-26.0% | $152,301-48.2% | $87,485-9.8% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.4%-1.0pp | 68.9%+12.5pp |
| Annual return | 11.11% | 26.89%-15.8pp | 80.50%-69.4pp | 26.06%-15.0pp |
| Employer contribution / active EE | $2,392 | $3,371-29.0% | $4,624-48.3% | $2,596-7.9% |
| Participant deferral / active EE | $3,982 | $6,525-39.0% | $8,004-50.3% | $4,274-6.8% |
| Admin fee / account holder | $17,063 | $8,287+105.9% | $14,398+18.5% | $7,775+119.5% |