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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 | $62,886 | $76,407-17.7% | $150,298-58.2% | $82,448-23.7% |
| Participation rate | 84.8% | 66.4%+18.4pp | 77.8%+7.1pp | 68.1%+16.7pp |
| Annual return | 13.08% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,472 | $2,614-5.4% | $4,154-40.5% | $2,551-3.1% |
| Participant deferral / active EE | $4,655 | $3,214+44.8% | $5,453-14.6% | $4,139+12.5% |
| Admin fee / account holder | $4,483 | $6,352-29.4% | $14,116-68.2% | $7,234-38.0% |