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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 | $90,060 | $76,551+17.6% | $123,894-27.3% | $62,881+43.2% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 4.55% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $4,874 | $2,882+69.1% | $4,617+5.6% | $2,281+113.7% |
| Participant deferral / active EE | $6,459 | $4,840+33.5% | $5,984+7.9% | $3,203+101.7% |
| Admin fee / account holder | $4,295 | $4,826-11.0% | $8,357-48.6% | $4,2960% |