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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 | $76,301 | $106,864-28.6% | $147,318-48.2% | $82,637-7.7% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 13.60% | 27.49%-13.9pp | 70.43%-56.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $3,044 | $3,417-10.9% | $4,593-33.7% | $2,552+19.3% |
| Participant deferral / active EE | $5,529 | $6,496-14.9% | $7,906-30.1% | $4,126+34.0% |
| Admin fee / account holder | $2,684 | $8,415-68.1% | $13,708-80.4% | $7,339-63.4% |