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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 | $59,951 | $56,894+5.4% | $84,753-29.3% | $62,881-4.7% |
| Participation rate | 88.9% | 68.5%+20.4pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | -2.39% | 6.30%-8.7pp | 22.78%-25.2pp | 20.14%-22.5pp |
| Employer contribution / active EE | $3,413 | $2,400+42.2% | $3,574-4.5% | $2,281+49.6% |
| Participant deferral / active EE | $2,236 | $2,709-17.5% | $3,712-39.8% | $3,203-30.2% |
| Admin fee / account holder | $7,922 | $3,581+121.2% | $5,333+48.5% | $4,296+84.4% |