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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 | $61,303 | $77,358-20.8% | $102,184-40.0% | $87,485-29.9% |
| Participation rate | 96.7% | 78.7%+18.0pp | 82.6%+14.1pp | 68.9%+27.7pp |
| Annual return | 10.01% | 41.11%-31.1pp | 31.58%-21.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,816 | $2,562+9.9% | $3,594-21.6% | $2,596+8.5% |
| Participant deferral / active EE | $5,723 | $6,753-15.2% | $8,309-31.1% | $4,274+33.9% |
| Admin fee / account holder | $20,101 | $6,809+195.2% | $11,609+73.2% | $7,775+158.5% |