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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 | $57,426 | $86,919-33.9% | $102,457-44.0% | $80,911-29.0% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.6%+21.8pp |
| Annual return | 8.70% | 18.90%-10.2pp | 29.41%-20.7pp | 35.63%-26.9pp |
| Employer contribution / active EE | $2,797 | $2,368+18.1% | $3,022-7.5% | $2,756+1.5% |
| Participant deferral / active EE | $5,468 | $4,119+32.7% | $5,054+8.2% | $4,297+27.2% |
| Admin fee / account holder | $2,077 | $8,049-74.2% | $9,451-78.0% | $6,935-70.0% |