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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 | $58,627+28.9% | $76,735-1.5% | $82,448-8.3% |
| Participation rate | 88.2% | 63.2%+25.0pp | 69.5%+18.7pp | 68.1%+20.2pp |
| Annual return | 11.59% | 39.10%-27.5pp | 29.77%-18.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $3,323 | $1,729+92.2% | $2,454+35.4% | $2,551+30.3% |
| Participant deferral / active EE | $5,744 | $3,134+83.3% | $4,088+40.5% | $4,139+38.8% |
| Admin fee / account holder | $2,215 | $5,323-58.4% | $7,189-69.2% | $7,234-69.4% |