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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 | $104,912 | $106,524-1.5% | $152,301-31.1% | $87,485+19.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 9.84% | 26.89%-17.1pp | 80.50%-70.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $2,376 | $3,371-29.5% | $4,624-48.6% | $2,596-8.5% |
| Participant deferral / active EE | $4,793 | $6,525-26.5% | $8,004-40.1% | $4,274+12.2% |
| Admin fee / account holder | $2,145 | $8,287-74.1% | $14,398-85.1% | $7,775-72.4% |