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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 | $90,758 | $74,535+21.8% | $100,712-9.9% | $82,637+9.8% |
| Participation rate | 83.3% | 61.2%+22.2pp | 69.3%+14.1pp | 68.1%+15.3pp |
| Annual return | 9.25% | 18.92%-9.7pp | 33.27%-24.0pp | 53.51%-44.3pp |
| Employer contribution / active EE | $1,667 | $1,503+10.9% | $2,313-27.9% | $2,552-34.7% |
| Participant deferral / active EE | $4,859 | $3,074+58.1% | $4,085+19.0% | $4,126+17.8% |
| Admin fee / account holder | $12,392 | $6,576+88.5% | $9,256+33.9% | $7,339+68.9% |