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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 | $43,735 | $88,996-50.9% | $78,004-43.9% | $138,895-68.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 69.4%+21.5pp | 79.9%+11.0pp |
| Annual return | 9.97% | 28.03%-18.1pp | 31.07%-21.1pp | 145.39%-135.4pp |
| Employer contribution / active EE | $3,715 | $2,917+27.4% | $2,469+50.5% | $4,194-11.4% |
| Participant deferral / active EE | $5,867 | $4,724+24.2% | $4,092+43.4% | $6,396-8.3% |
| Admin fee / account holder | $8,806 | $8,8070% | $7,578+16.2% | $12,562-29.9% |