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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 | $64,572 | $64,920-0.5% | $103,693-37.7% | $86,983-25.8% |
| Participation rate | 86.1% | 63.6%+22.5pp | 72.6%+13.5pp | 69.5%+16.6pp |
| Annual return | 11.61% | 30.29%-18.7pp | 47.61%-36.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $1,977 | $2,141-7.7% | $2,920-32.3% | $2,584-23.5% |
| Participant deferral / active EE | $2,644 | $3,241-18.4% | $4,579-42.3% | $4,194-37.0% |
| Admin fee / account holder | $2,343 | $6,191-62.2% | $7,858-70.2% | $7,856-70.2% |