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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 | $95,261 | $99,875-4.6% | $146,866-35.1% | $86,983+9.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.5%+28.1pp |
| Annual return | 12.76% | 28.10%-15.3pp | 102.85%-90.1pp | 25.83%-13.1pp |
| Employer contribution / active EE | $2,791 | $3,224-13.4% | $4,425-36.9% | $2,584+8.0% |
| Participant deferral / active EE | $10,066 | $6,322+59.2% | $7,759+29.7% | $4,194+140.0% |
| Admin fee / account holder | $10,738 | $7,838+37.0% | $13,620-21.2% | $7,856+36.7% |