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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 | $71,353-14.1% | $92,805-33.9% | $86,983-29.5% |
| Participation rate | 96.7% | 80.9%+15.8pp | 83.5%+13.2pp | 69.5%+27.1pp |
| Annual return | 10.01% | 44.68%-34.7pp | 31.59%-21.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $2,816 | $2,468+14.1% | $3,424-17.8% | $2,584+9.0% |
| Participant deferral / active EE | $5,723 | $6,966-17.8% | $8,448-32.2% | $4,194+36.5% |
| Admin fee / account holder | $20,101 | $6,099+229.6% | $10,911+84.2% | $7,856+155.9% |