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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 | $138,040 | $142,972-3.4% | $214,702-35.7% | $86,983+58.7% |
| Participation rate | 93.6% | 84.9%+8.7pp | 87.5%+6.1pp | 69.5%+24.0pp |
| Annual return | 11.88% | 18.49%-6.6pp | 54.55%-42.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $3,684 | $4,635-20.5% | $6,461-43.0% | $2,584+42.5% |
| Participant deferral / active EE | $5,330 | $6,568-18.9% | $9,147-41.7% | $4,194+27.1% |
| Admin fee / account holder | $13,234 | $17,617-24.9% | $19,830-33.3% | $7,856+68.5% |