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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 | $99,875-23.6% | $146,866-48.0% | $86,983-12.3% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 13.60% | 28.10%-14.5pp | 102.85%-89.3pp | 25.83%-12.2pp |
| Employer contribution / active EE | $3,044 | $3,224-5.6% | $4,425-31.2% | $2,584+17.8% |
| Participant deferral / active EE | $5,529 | $6,322-12.6% | $7,759-28.7% | $4,194+31.8% |
| Admin fee / account holder | $2,684 | $7,838-65.8% | $13,620-80.3% | $7,856-65.8% |