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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 | $76,287 | $51,207+49.0% | $70,565+8.1% | $75,177+1.5% |
| Participation rate | 87.8% | 61.0%+26.8pp | 68.4%+19.5pp | 67.2%+20.6pp |
| Annual return | 10.64% | 30.05%-19.4pp | 32.79%-22.2pp | 160.75%-150.1pp |
| Employer contribution / active EE | $2,246 | $1,826+23.0% | $2,976-24.5% | $2,671-15.9% |
| Participant deferral / active EE | $4,767 | $2,850+67.3% | $4,568+4.4% | $4,126+15.5% |
| Admin fee / account holder | $3,661 | $4,097-10.6% | $6,430-43.1% | $5,651-35.2% |