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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 | $69,489 | $95,404-27.2% | $113,397-38.7% | $82,637-15.9% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.5%-2.6pp | 68.1%+5.9pp |
| Annual return | 11.00% | 19.08%-8.1pp | 23.20%-12.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,996 | $2,307+29.9% | $2,977+0.6% | $2,552+17.4% |
| Participant deferral / active EE | $5,801 | $4,220+37.5% | $5,076+14.3% | $4,126+40.6% |
| Admin fee / account holder | $17,912 | $9,168+95.4% | $11,957+49.8% | $7,339+144.1% |