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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 | $89,100 | $81,403+9.5% | $147,027-39.4% | $87,485+1.8% |
| Participation rate | 72.5% | 63.4%+9.1pp | 73.7%-1.2pp | 68.9%+3.6pp |
| Annual return | 9.17% | 16.51%-7.3pp | 20.23%-11.1pp | 26.06%-16.9pp |
| Employer contribution / active EE | $2,150 | $2,205-2.5% | $3,626-40.7% | $2,596-17.2% |
| Participant deferral / active EE | $4,289 | $3,315+29.4% | $4,933-13.1% | $4,274+0.4% |
| Admin fee / account holder | $3,996 | $6,755-40.8% | $12,223-67.3% | $7,775-48.6% |