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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 | $98,302 | $93,589+5.0% | $135,942-27.7% | $75,181+30.8% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 13.24% | 30.90%-17.7pp | 68.28%-55.0pp | 160.69%-147.4pp |
| Employer contribution / active EE | $3,281 | $3,537-7.2% | $4,858-32.5% | $2,671+22.9% |
| Participant deferral / active EE | $7,404 | $6,405+15.6% | $7,759-4.6% | $4,126+79.4% |
| Admin fee / account holder | $2,492 | $6,977-64.3% | $10,764-76.8% | $5,650-55.9% |