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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 | $77,814+8.6% | $158,223-46.6% | $86,983-2.9% |
| Participation rate | 94.2% | 68.4%+25.8pp | 79.2%+15.0pp | 69.5%+24.7pp |
| Annual return | 11.13% | 30.54%-19.4pp | 52.09%-41.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $4,079 | $2,592+57.4% | $4,109-0.7% | $2,584+57.8% |
| Participant deferral / active EE | $3,910 | $3,270+19.6% | $5,467-28.5% | $4,194-6.8% |
| Admin fee / account holder | $2,325 | $5,879-60.5% | $16,047-85.5% | $7,856-70.4% |