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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 | $88,941 | $106,524-16.5% | $152,301-41.6% | $87,485+1.7% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 13.96% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $4,059 | $3,371+20.4% | $4,624-12.2% | $2,596+56.3% |
| Participant deferral / active EE | $9,084 | $6,525+39.2% | $8,004+13.5% | $4,274+112.6% |
| Admin fee / account holder | $4,668 | $8,287-43.7% | $14,398-67.6% | $7,775-40.0% |