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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 | $106,749-28.5% | $145,433-47.5% | $82,448-7.5% |
| Participation rate | 93.8% | 75.6%+18.2pp | 82.1%+11.7pp | 68.1%+25.8pp |
| Annual return | 13.60% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,044 | $3,444-11.6% | $4,554-33.2% | $2,551+19.3% |
| Participant deferral / active EE | $5,529 | $6,519-15.2% | $7,897-30.0% | $4,139+33.6% |
| Admin fee / account holder | $2,684 | $8,390-68.0% | $13,129-79.6% | $7,234-62.9% |