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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 | $95,453-27.2% | $112,040-38.0% | $82,448-15.7% |
| Participation rate | 73.9% | 72.8%+1.2pp | 76.5%-2.6pp | 68.1%+5.8pp |
| Annual return | 11.00% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,996 | $2,318+29.3% | $2,954+1.4% | $2,551+17.5% |
| Participant deferral / active EE | $5,801 | $4,224+37.3% | $5,098+13.8% | $4,139+40.2% |
| Admin fee / account holder | $17,912 | $9,013+98.7% | $12,098+48.1% | $7,234+147.6% |