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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 | $72,225 | $142,972-49.5% | $214,702-66.4% | $86,983-17.0% |
| Participation rate | 98.0% | 84.9%+13.2pp | 87.5%+10.6pp | 69.5%+28.5pp |
| Annual return | 8.76% | 18.49%-9.7pp | 54.55%-45.8pp | 25.83%-17.1pp |
| Employer contribution / active EE | $2,033 | $4,635-56.1% | $6,461-68.5% | $2,584-21.3% |
| Participant deferral / active EE | $5,534 | $6,568-15.7% | $9,147-39.5% | $4,194+32.0% |
| Admin fee / account holder | $1,804 | $17,617-89.8% | $19,830-90.9% | $7,856-77.0% |