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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 | $71,816 | $81,487-11.9% | $102,412-29.9% | $80,935-11.3% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.7%+5.1pp |
| Annual return | 10.08% | 25.60%-15.5pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,697 | $3,103-13.1% | $3,870-30.3% | $2,757-2.2% |
| Participant deferral / active EE | $6,643 | $3,871+71.6% | $5,060+31.3% | $4,299+54.5% |
| Admin fee / account holder | $2,463 | $6,717-63.3% | $8,388-70.6% | $6,924-64.4% |