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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 | $89,374 | $58,057+53.9% | $97,032-7.9% | $86,983+2.7% |
| Participation rate | 82.9% | 60.4%+22.5pp | 71.6%+11.3pp | 69.5%+13.3pp |
| Annual return | 9.57% | 22.26%-12.7pp | 35.38%-25.8pp | 25.83%-16.3pp |
| Employer contribution / active EE | $2,712 | $1,663+63.1% | $2,629+3.2% | $2,584+4.9% |
| Participant deferral / active EE | $6,488 | $3,244+100.0% | $4,672+38.9% | $4,194+54.7% |
| Admin fee / account holder | $6,213 | $4,839+28.4% | $9,418-34.0% | $7,856-20.9% |