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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 | $79,742 | $88,996-10.4% | $78,004+2.2% | $138,895-42.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 10.04% | 28.03%-18.0pp | 31.07%-21.0pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,387 | $2,917-52.5% | $2,469-43.8% | $4,194-66.9% |
| Participant deferral / active EE | $4,439 | $4,724-6.0% | $4,092+8.5% | $6,396-30.6% |
| Admin fee / account holder | $5,107 | $8,807-42.0% | $7,578-32.6% | $12,562-59.3% |