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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 | $85,208 | $110,137-22.6% | $161,149-47.1% | $82,637+3.1% |
| Participation rate | 94.3% | 72.4%+22.0pp | 78.8%+15.5pp | 68.1%+26.3pp |
| Annual return | 10.98% | 20.69%-9.7pp | 21.16%-10.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,202 | $2,856-22.9% | $4,360-49.5% | $2,552-13.7% |
| Participant deferral / active EE | $4,559 | $4,575-0.3% | $6,153-25.9% | $4,126+10.5% |
| Admin fee / account holder | $2,607 | $9,467-72.5% | $15,194-82.8% | $7,339-64.5% |