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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 | $70,896 | $95,453-25.7% | $112,040-36.7% | $82,448-14.0% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.5%-0.5pp | 68.1%+7.9pp |
| Annual return | 9.54% | 23.92%-14.4pp | 24.52%-15.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $2,652 | $2,318+14.4% | $2,954-10.2% | $2,551+4.0% |
| Participant deferral / active EE | $2,904 | $4,224-31.2% | $5,098-43.0% | $4,139-29.8% |
| Admin fee / account holder | $10,232 | $9,013+13.5% | $12,098-15.4% | $7,234+41.4% |