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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 | $130,300 | $138,393-5.8% | $184,256-29.3% | $80,959+60.9% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 9.30% | 20.01%-10.7pp | 28.85%-19.5pp | 35.67%-26.4pp |
| Employer contribution / active EE | $4,316 | $4,847-11.0% | $6,427-32.8% | $2,757+56.5% |
| Participant deferral / active EE | $4,493 | $7,076-36.5% | $9,133-50.8% | $4,300+4.5% |
| Admin fee / account holder | $2,025 | $10,489-80.7% | $13,899-85.4% | $6,925-70.8% |