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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 | $96,499 | $73,787+30.8% | $98,716-2.2% | $82,448+17.0% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.3%+23.0pp | 68.1%+24.2pp |
| Annual return | 8.54% | 18.57%-10.0pp | 31.81%-23.3pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,043 | $1,511-31.0% | $2,279-54.2% | $2,551-59.1% |
| Participant deferral / active EE | $2,961 | $3,081-3.9% | $4,048-26.8% | $4,139-28.5% |
| Admin fee / account holder | $10,809 | $6,500+66.3% | $8,703+24.2% | $7,234+49.4% |