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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 | $117,092 | $72,471+61.6% | $94,215+24.3% | $86,983+34.6% |
| Participation rate | 76.0% | 63.9%+12.1pp | 70.0%+6.0pp | 69.5%+6.5pp |
| Annual return | 11.92% | 26.44%-14.5pp | 28.22%-16.3pp | 25.83%-13.9pp |
| Employer contribution / active EE | $1,043 | $1,936-46.1% | $2,675-61.0% | $2,584-59.6% |
| Participant deferral / active EE | $2,440 | $3,397-28.2% | $4,276-42.9% | $4,194-41.8% |
| Admin fee / account holder | $6,524 | $6,468+0.9% | $10,216-36.1% | $7,856-16.9% |