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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 | $69,444-12.1% | $92,985-34.4% | $87,485-30.3% |
| Participation rate | 96.3% | 63.3%+33.0pp | 69.5%+26.8pp | 68.9%+27.4pp |
| Annual return | 9.49% | 23.85%-14.4pp | 27.99%-18.5pp | 26.06%-16.6pp |
| Employer contribution / active EE | $2,695 | $1,917+40.6% | $2,662+1.2% | $2,596+3.8% |
| Participant deferral / active EE | $4,484 | $3,364+33.3% | $4,377+2.5% | $4,274+4.9% |
| Admin fee / account holder | $3,312 | $6,137-46.0% | $9,463-65.0% | $7,775-57.4% |