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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 | $68,869 | $78,520-12.3% | $96,576-28.7% | $82,448-16.5% |
| Participation rate | 89.7% | 77.7%+12.0pp | 81.4%+8.3pp | 68.1%+21.7pp |
| Annual return | 11.92% | 41.30%-29.4pp | 38.47%-26.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,369 | $2,630-9.9% | $3,553-33.3% | $2,551-7.1% |
| Participant deferral / active EE | $5,205 | $6,754-22.9% | $7,956-34.6% | $4,139+25.7% |
| Admin fee / account holder | $10,511 | $13,455-21.9% | $11,381-7.6% | $7,234+45.3% |