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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 | $81,847 | $72,273+13.2% | $101,275-19.2% | $79,856+2.5% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 9.91% | 22.30%-12.4pp | 46.48%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,382 | $2,691-11.5% | $3,660-34.9% | $2,471-3.6% |
| Participant deferral / active EE | $5,019 | $3,282+52.9% | $4,371+14.8% | $3,741+34.2% |
| Admin fee / account holder | $3,631 | $4,401-17.5% | $5,948-38.9% | $5,306-31.6% |