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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 | $84,578 | $55,713+51.8% | $75,901+11.4% | $72,975+15.9% |
| Participation rate | 92.9% | 61.1%+31.7pp | 69.3%+23.6pp | 69.5%+23.4pp |
| Annual return | 16.61% | 27.60%-11.0pp | 30.76%-14.2pp | 81.01%-64.4pp |
| Employer contribution / active EE | $3,567 | $1,687+111.5% | $2,501+42.6% | $2,440+46.2% |
| Participant deferral / active EE | $5,397 | $2,634+104.9% | $3,603+49.8% | $3,608+49.6% |
| Admin fee / account holder | $1,346 | $3,980-66.2% | $5,420-75.2% | $5,124-73.7% |