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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 | $84,103 | $76,564+9.8% | $105,582-20.3% | $94,015-10.5% |
| Participation rate | 96.4% | 65.2%+31.3pp | 71.8%+24.7pp | 70.8%+25.6pp |
| Annual return | 4.66% | 20.69%-16.0pp | 18.61%-14.0pp | 17.84%-13.2pp |
| Employer contribution / active EE | $1,983 | $1,995-0.6% | $2,984-33.5% | $2,790-28.9% |
| Participant deferral / active EE | $5,880 | $3,320+77.1% | $4,353+35.1% | $4,249+38.4% |
| Admin fee / account holder | $14,349 | $7,129+101.3% | $12,856+11.6% | $8,951+60.3% |