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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 | $96,377 | $104,098-7.4% | $140,514-31.4% | $94,015+2.5% |
| Participation rate | 89.3% | 73.7%+15.6pp | 77.8%+11.5pp | 70.8%+18.5pp |
| Annual return | 8.78% | 15.14%-6.4pp | 14.36%-5.6pp | 17.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,964 | $4,033+47.9% | $4,919+21.2% | $4,249+40.3% |
| Admin fee / account holder | $16,778 | $10,439+60.7% | $13,697+22.5% | $8,951+87.4% |