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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 | $80,322 | $95,453-15.9% | $112,040-28.3% | $82,448-2.6% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 10.15% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,129 | $2,318-51.3% | $2,954-61.8% | $2,551-55.8% |
| Participant deferral / active EE | $5,506 | $4,224+30.4% | $5,098+8.0% | $4,139+33.0% |
| Admin fee / account holder | $2,258 | $9,013-75.0% | $12,098-81.3% | $7,234-68.8% |