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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 | $77,652 | $106,864-27.3% | $147,318-47.3% | $82,637-6.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 10.67% | 27.49%-16.8pp | 70.43%-59.8pp | 53.51%-42.8pp |
| Employer contribution / active EE | $2,496 | $3,417-26.9% | $4,593-45.7% | $2,552-2.2% |
| Participant deferral / active EE | $8,271 | $6,496+27.3% | $7,906+4.6% | $4,126+100.4% |
| Admin fee / account holder | $2,502 | $8,415-70.3% | $13,708-81.7% | $7,339-65.9% |