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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 | $75,590 | $69,444+8.8% | $92,985-18.7% | $87,485-13.6% |
| Participation rate | 88.2% | 63.3%+24.9pp | 69.5%+18.7pp | 68.9%+19.3pp |
| Annual return | 11.59% | 23.85%-12.3pp | 27.99%-16.4pp | 26.06%-14.5pp |
| Employer contribution / active EE | $3,323 | $1,917+73.4% | $2,662+24.8% | $2,596+28.0% |
| Participant deferral / active EE | $5,744 | $3,364+70.7% | $4,377+31.2% | $4,274+34.4% |
| Admin fee / account holder | $2,215 | $6,137-63.9% | $9,463-76.6% | $7,775-71.5% |