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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 | $70,727 | $95,404-25.9% | $113,397-37.6% | $82,637-14.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.5%+9.6pp | 68.1%+18.0pp |
| Annual return | 10.96% | 19.08%-8.1pp | 23.20%-12.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $2,152 | $2,307-6.7% | $2,977-27.7% | $2,552-15.7% |
| Participant deferral / active EE | $5,292 | $4,220+25.4% | $5,076+4.2% | $4,126+28.2% |
| Admin fee / account holder | $10,729 | $9,168+17.0% | $11,957-10.3% | $7,339+46.2% |