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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 | $83,061-17.1% | $126,068-45.4% | $94,015-26.7% |
| Participation rate | 89.7% | 81.2%+8.6pp | 84.7%+5.0pp | 70.8%+18.9pp |
| Annual return | 11.92% | 20.41%-8.5pp | 15.01%-3.1pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,369 | $2,864-17.3% | $3,968-40.3% | $2,790-15.1% |
| Participant deferral / active EE | $5,205 | $7,042-26.1% | $8,214-36.6% | $4,249+22.5% |
| Admin fee / account holder | $10,511 | $7,208+45.8% | $18,264-42.4% | $8,951+17.4% |