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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 | $71,353-3.5% | $92,805-25.8% | $86,983-20.8% |
| Participation rate | 89.7% | 80.9%+8.9pp | 83.5%+6.2pp | 69.5%+20.2pp |
| Annual return | 11.92% | 44.68%-32.8pp | 31.59%-19.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $2,369 | $2,468-4.0% | $3,424-30.8% | $2,584-8.3% |
| Participant deferral / active EE | $5,205 | $6,966-25.3% | $8,448-38.4% | $4,194+24.1% |
| Admin fee / account holder | $10,511 | $6,099+72.3% | $10,911-3.7% | $7,856+33.8% |