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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 | $87,546 | $80,855+8.3% | $153,416-42.9% | $86,983+0.6% |
| Participation rate | 98.1% | 64.1%+34.0pp | 74.3%+23.8pp | 69.5%+28.6pp |
| Annual return | 7.37% | 16.18%-8.8pp | 17.84%-10.5pp | 25.83%-18.5pp |
| Employer contribution / active EE | $2,624 | $2,308+13.7% | $3,764-30.3% | $2,584+1.5% |
| Participant deferral / active EE | $3,773 | $3,333+13.2% | $4,723-20.1% | $4,194-10.0% |
| Admin fee / account holder | $2,783 | $6,908-59.7% | $13,095-78.7% | $7,856-64.6% |