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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 | $73,388 | $77,896-5.8% | $134,172-45.3% | $82,448-11.0% |
| Participation rate | 97.1% | 62.8%+34.4pp | 72.5%+24.7pp | 68.1%+29.1pp |
| Annual return | 12.15% | 18.21%-6.1pp | 25.30%-13.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,966 | $2,159-9.0% | $3,420-42.5% | $2,551-22.9% |
| Participant deferral / active EE | $3,023 | $3,162-4.4% | $4,690-35.5% | $4,139-27.0% |
| Admin fee / account holder | $5,167 | $6,336-18.5% | $12,016-57.0% | $7,234-28.6% |