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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 | $56,784 | $72,027-21.2% | $185,835-69.4% | $79,852-28.9% |
| Participation rate | 76.5% | 65.8%+10.7pp | 78.0%-1.6pp | 69.6%+6.8pp |
| Annual return | 11.21% | 23.13%-11.9pp | 35.96%-24.8pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,979 | $1,965+0.7% | $4,087-51.6% | $2,471-19.9% |
| Participant deferral / active EE | $4,476 | $3,780+18.4% | $5,633-20.5% | $3,740+19.7% |
| Admin fee / account holder | $993 | $4,513-78.0% | $9,502-89.6% | $5,306-81.3% |