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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 | $88,314 | $78,520+12.5% | $96,576-8.6% | $82,448+7.1% |
| Participation rate | 96.2% | 77.7%+18.4pp | 81.4%+14.7pp | 68.1%+28.1pp |
| Annual return | 14.30% | 41.30%-27.0pp | 38.47%-24.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,382 | $2,630-9.4% | $3,553-33.0% | $2,551-6.6% |
| Participant deferral / active EE | $4,124 | $6,754-38.9% | $7,956-48.2% | $4,139-0.4% |
| Admin fee / account holder | $3,725 | $13,455-72.3% | $11,381-67.3% | $7,234-48.5% |