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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 | $85,072 | $67,602+25.8% | $82,312+3.4% | $70,126+21.3% |
| Participation rate | 90.7% | 72.8%+18.0pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 10.47% | 21.57%-11.1pp | 25.88%-15.4pp | 73.15%-62.7pp |
| Employer contribution / active EE | $2,946 | $1,755+67.9% | $2,428+21.3% | $2,343+25.8% |
| Participant deferral / active EE | $2,333 | $2,987-21.9% | $3,706-37.1% | $3,332-30.0% |
| Admin fee / account holder | $1,644 | $4,512-63.6% | $5,608-70.7% | $4,645-64.6% |