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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 | $179,839 | $76,564+134.9% | $105,582+70.3% | $94,015+91.3% |
| Participation rate | 92.3% | 65.2%+27.1pp | 71.8%+20.5pp | 70.8%+21.5pp |
| Annual return | 3.50% | 20.69%-17.2pp | 18.61%-15.1pp | 17.84%-14.3pp |
| Employer contribution / active EE | $1,774 | $1,995-11.1% | $2,984-40.5% | $2,790-36.4% |
| Participant deferral / active EE | $3,540 | $3,320+6.6% | $4,353-18.7% | $4,249-16.7% |
| Admin fee / account holder | $8,807 | $7,129+23.5% | $12,856-31.5% | $8,951-1.6% |