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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 | $82,350 | $78,520+4.9% | $96,576-14.7% | $82,448-0.1% |
| Participation rate | 93.1% | 77.7%+15.4pp | 81.4%+11.7pp | 68.1%+25.0pp |
| Annual return | 12.38% | 41.30%-28.9pp | 38.47%-26.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,319 | $2,630-49.8% | $3,553-62.9% | $2,551-48.3% |
| Participant deferral / active EE | $3,886 | $6,754-42.5% | $7,956-51.2% | $4,139-6.1% |
| Admin fee / account holder | $13,355 | $13,455-0.7% | $11,381+17.3% | $7,234+84.6% |