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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 | $86,940-33.9% | $102,434-43.9% | $80,935-29.0% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.7%+21.8pp |
| Annual return | 8.70% | 18.89%-10.2pp | 29.46%-20.8pp | 35.66%-27.0pp |
| Employer contribution / active EE | $2,797 | $2,370+18.0% | $3,023-7.5% | $2,757+1.5% |
| Participant deferral / active EE | $5,468 | $4,121+32.7% | $5,055+8.2% | $4,299+27.2% |
| Admin fee / account holder | $2,077 | $8,047-74.2% | $9,462-78.0% | $6,924-70.0% |