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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 | $65,202 | $76,564-14.8% | $105,582-38.2% | $94,015-30.6% |
| Participation rate | 76.1% | 65.2%+10.9pp | 71.8%+4.3pp | 70.8%+5.2pp |
| Annual return | 7.11% | 20.69%-13.6pp | 18.61%-11.5pp | 17.84%-10.7pp |
| Employer contribution / active EE | $2,610 | $1,995+30.8% | $2,984-12.5% | $2,790-6.5% |
| Participant deferral / active EE | $5,728 | $3,320+72.5% | $4,353+31.6% | $4,249+34.8% |
| Admin fee / account holder | $8,788 | $7,129+23.3% | $12,856-31.6% | $8,951-1.8% |