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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 | $86,555 | $123,478-29.9% | $216,567-60.0% | $94,015-7.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 81.6%-1.6pp | 70.8%+9.2pp |
| Annual return | 9.91% | 23.61%-13.7pp | 12.94%-3.0pp | 17.84%-7.9pp |
| Employer contribution / active EE | $2,370 | $3,136-24.4% | $5,216-54.6% | $2,790-15.1% |
| Participant deferral / active EE | $4,695 | $4,556+3.1% | $6,191-24.2% | $4,249+10.5% |
| Admin fee / account holder | $2,757 | $12,753-78.4% | $21,981-87.5% | $8,951-69.2% |