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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 | $95,624 | $95,453+0.2% | $112,040-14.7% | $82,448+16.0% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 10.69% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,609 | $2,318-30.6% | $2,954-45.5% | $2,551-36.9% |
| Participant deferral / active EE | $5,648 | $4,224+33.7% | $5,098+10.8% | $4,139+36.4% |
| Admin fee / account holder | $5,414 | $9,013-39.9% | $12,098-55.2% | $7,234-25.2% |