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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 | $64,462 | $76,407-15.6% | $150,298-57.1% | $82,448-21.8% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 11.49% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,871 | $2,614+9.8% | $4,154-30.9% | $2,551+12.6% |
| Participant deferral / active EE | $2,986 | $3,214-7.1% | $5,453-45.2% | $4,139-27.9% |
| Admin fee / account holder | $2,088 | $6,352-67.1% | $14,116-85.2% | $7,234-71.1% |