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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 | $97,336 | $83,485+16.6% | $125,195-22.3% | $72,976+33.4% |
| Participation rate | 74.2% | 73.3%+0.9pp | 79.8%-5.6pp | 69.5%+4.7pp |
| Annual return | 13.55% | 25.77%-12.2pp | 43.79%-30.2pp | 81.02%-67.5pp |
| Employer contribution / active EE | $2,033 | $2,346-13.3% | $3,866-47.4% | $2,440-16.7% |
| Participant deferral / active EE | $6,235 | $3,586+73.9% | $4,937+26.3% | $3,608+72.8% |
| Admin fee / account holder | $2,584 | $5,518-53.2% | $9,704-73.4% | $5,124-49.6% |