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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 | $69,391 | $57,590+20.5% | $86,233-19.5% | $82,448-15.8% |
| Participation rate | 78.9% | 57.9%+21.1pp | 69.0%+9.9pp | 68.1%+10.9pp |
| Annual return | 10.31% | 22.41%-12.1pp | 61.39%-51.1pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,072 | $1,655+25.2% | $2,504-17.3% | $2,551-18.8% |
| Participant deferral / active EE | $4,354 | $3,080+41.4% | $4,559-4.5% | $4,139+5.2% |
| Admin fee / account holder | $846 | $4,730-82.1% | $8,342-89.9% | $7,234-88.3% |