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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 | $100,194-29.4% | $122,979-42.5% | $86,983-18.7% |
| Participation rate | 86.0% | 73.0%+13.1pp | 77.2%+8.9pp | 69.5%+16.5pp |
| Annual return | 10.96% | 16.47%-5.5pp | 20.12%-9.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $2,152 | $2,326-7.4% | $3,062-29.7% | $2,584-16.7% |
| Participant deferral / active EE | $5,292 | $4,133+28.0% | $5,003+5.8% | $4,194+26.2% |
| Admin fee / account holder | $10,729 | $10,148+5.7% | $12,864-16.6% | $7,856+36.6% |