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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 | $84,485 | $76,407+10.6% | $150,298-43.8% | $82,448+2.5% |
| Participation rate | 94.2% | 66.4%+27.8pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 11.13% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $4,079 | $2,614+56.0% | $4,154-1.8% | $2,551+59.9% |
| Participant deferral / active EE | $3,910 | $3,214+21.6% | $5,453-28.3% | $4,139-5.5% |
| Admin fee / account holder | $2,325 | $6,352-63.4% | $14,116-83.5% | $7,234-67.9% |