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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 | $96,833 | $69,444+39.4% | $92,985+4.1% | $87,485+10.7% |
| Participation rate | 94.1% | 63.3%+30.8pp | 69.5%+24.6pp | 68.9%+25.2pp |
| Annual return | 10.85% | 23.85%-13.0pp | 27.99%-17.1pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,195 | $1,917-37.7% | $2,662-55.1% | $2,596-54.0% |
| Participant deferral / active EE | $6,035 | $3,364+79.4% | $4,377+37.9% | $4,274+41.2% |
| Admin fee / account holder | $1,712 | $6,137-72.1% | $9,463-81.9% | $7,775-78.0% |