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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 | $76,564+26.5% | $105,582-8.3% | $94,015+3.0% |
| Participation rate | 94.1% | 65.2%+28.9pp | 71.8%+22.3pp | 70.8%+23.3pp |
| Annual return | 10.85% | 20.69%-9.8pp | 18.61%-7.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $1,195 | $1,995-40.1% | $2,984-60.0% | $2,790-57.2% |
| Participant deferral / active EE | $6,035 | $3,320+81.8% | $4,353+38.6% | $4,249+42.0% |
| Admin fee / account holder | $1,712 | $7,129-76.0% | $12,856-86.7% | $8,951-80.9% |