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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 | $61,020 | $58,627+4.1% | $76,735-20.5% | $82,448-26.0% |
| Participation rate | 96.3% | 63.2%+33.1pp | 69.5%+26.8pp | 68.1%+28.2pp |
| Annual return | 9.49% | 39.10%-29.6pp | 29.77%-20.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,695 | $1,729+55.9% | $2,454+9.8% | $2,551+5.6% |
| Participant deferral / active EE | $4,484 | $3,134+43.1% | $4,088+9.7% | $4,139+8.3% |
| Admin fee / account holder | $3,312 | $5,323-37.8% | $7,189-53.9% | $7,234-54.2% |