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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 | $81,340 | $81,3580% | $155,556-47.7% | $80,959+0.5% |
| Participation rate | 93.9% | 66.3%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 8.43% | 33.39%-25.0pp | 64.84%-56.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $3,045 | $3,106-2.0% | $4,675-34.9% | $2,757+10.4% |
| Participant deferral / active EE | $4,060 | $3,455+17.5% | $5,631-27.9% | $4,300-5.6% |
| Admin fee / account holder | $7,053 | $7,994-11.8% | $15,885-55.6% | $6,925+1.8% |