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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 | $95,453+1.0% | $112,040-14.0% | $82,448+16.9% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.5%+12.8pp | 68.1%+21.2pp |
| Annual return | 8.78% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,964 | $4,224+41.2% | $5,098+17.0% | $4,139+44.1% |
| Admin fee / account holder | $16,778 | $9,013+86.2% | $12,098+38.7% | $7,234+131.9% |