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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 | $109,802 | $108,825+0.9% | $156,181-29.7% | $82,448+33.2% |
| Participation rate | 73.5% | 72.4%+1.2pp | 78.8%-5.3pp | 68.1%+5.5pp |
| Annual return | 11.92% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,422 | $2,870-15.6% | $4,294-43.6% | $2,551-5.0% |
| Participant deferral / active EE | $10,029 | $4,577+119.1% | $6,132+63.5% | $4,139+142.3% |
| Admin fee / account holder | $10,786 | $9,341+15.5% | $14,586-26.1% | $7,234+49.1% |