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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 | $58,424 | $57,119+2.3% | $85,187-31.4% | $80,935-27.8% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.7%+28.3pp |
| Annual return | 10.22% | 21.70%-11.5pp | 66.67%-56.4pp | 35.66%-25.4pp |
| Employer contribution / active EE | $3,093 | $1,802+71.7% | $2,732+13.2% | $2,757+12.2% |
| Participant deferral / active EE | $5,800 | $3,115+86.2% | $4,525+28.2% | $4,299+34.9% |
| Admin fee / account holder | $2,060 | $4,990-58.7% | $6,162-66.6% | $6,924-70.2% |