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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 | $60,980 | $78,197-22.0% | $98,090-37.8% | $82,637-26.2% |
| Participation rate | 88.9% | 77.5%+11.4pp | 81.5%+7.3pp | 68.1%+20.8pp |
| Annual return | 13.05% | 40.25%-27.2pp | 37.05%-24.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,320 | $2,605+27.5% | $3,606-7.9% | $2,552+30.1% |
| Participant deferral / active EE | $4,683 | $6,636-29.4% | $7,845-40.3% | $4,126+13.5% |
| Admin fee / account holder | $1,907 | $14,832-87.1% | $11,815-83.9% | $7,339-74.0% |