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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 | $78,520-21.9% | $96,576-36.5% | $82,448-25.6% |
| Participation rate | 96.7% | 77.7%+18.9pp | 81.4%+15.2pp | 68.1%+28.6pp |
| Annual return | 10.01% | 41.30%-31.3pp | 38.47%-28.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,816 | $2,630+7.1% | $3,553-20.8% | $2,551+10.4% |
| Participant deferral / active EE | $5,723 | $6,754-15.3% | $7,956-28.1% | $4,139+38.3% |
| Admin fee / account holder | $20,101 | $13,455+49.4% | $11,381+76.6% | $7,234+177.9% |