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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 | $75,801 | $67,602+12.1% | $82,312-7.9% | $70,126+8.1% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 11.41% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $721 | $1,755-58.9% | $2,428-70.3% | $2,343-69.2% |
| Participant deferral / active EE | $4,780 | $2,987+60.0% | $3,706+29.0% | $3,332+43.5% |
| Admin fee / account holder | $569 | $4,512-87.4% | $5,608-89.9% | $4,645-87.8% |