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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 | $87,570 | $106,524-17.8% | $152,301-42.5% | $87,485+0.1% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.4pp |
| Annual return | 12.95% | 26.89%-13.9pp | 80.50%-67.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,433 | $3,371-27.8% | $4,624-47.4% | $2,596-6.3% |
| Participant deferral / active EE | $10,043 | $6,525+53.9% | $8,004+25.5% | $4,274+135.0% |
| Admin fee / account holder | $10,419 | $8,287+25.7% | $14,398-27.6% | $7,775+34.0% |