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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 | $69,444-6.1% | $92,985-29.9% | $87,485-25.5% |
| Participation rate | 76.1% | 63.3%+12.8pp | 69.5%+6.6pp | 68.9%+7.1pp |
| Annual return | 7.11% | 23.85%-16.7pp | 27.99%-20.9pp | 26.06%-19.0pp |
| Employer contribution / active EE | $2,610 | $1,917+36.1% | $2,662-2.0% | $2,596+0.5% |
| Participant deferral / active EE | $5,728 | $3,364+70.3% | $4,377+30.9% | $4,274+34.0% |
| Admin fee / account holder | $8,788 | $6,137+43.2% | $9,463-7.1% | $7,775+13.0% |