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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 | $58,364 | $49,024+19.1% | $112,860-48.3% | $87,485-33.3% |
| Participation rate | 93.5% | 62.2%+31.3pp | 66.3%+27.2pp | 68.9%+24.5pp |
| Annual return | 8.43% | 43.86%-35.4pp | 35.26%-26.8pp | 26.06%-17.6pp |
| Employer contribution / active EE | $2,272 | $1,290+76.0% | $2,206+3.0% | $2,596-12.5% |
| Participant deferral / active EE | $4,427 | $2,209+100.4% | $3,493+26.7% | $4,274+3.6% |
| Admin fee / account holder | $4,962 | $6,266-20.8% | $6,841-27.5% | $7,775-36.2% |