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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 | $77,896+14.4% | $134,172-33.6% | $82,448+8.1% |
| Participation rate | 72.5% | 62.8%+9.8pp | 72.5%+0.1pp | 68.1%+4.5pp |
| Annual return | 9.17% | 18.21%-9.0pp | 25.30%-16.1pp | 41.64%-32.5pp |
| Employer contribution / active EE | $2,150 | $2,159-0.4% | $3,420-37.1% | $2,551-15.7% |
| Participant deferral / active EE | $4,289 | $3,162+35.6% | $4,690-8.6% | $4,139+3.6% |
| Admin fee / account holder | $3,996 | $6,336-36.9% | $12,016-66.7% | $7,234-44.8% |