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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 | $83,000 | $106,749-22.2% | $145,433-42.9% | $82,448+0.7% |
| Participation rate | 84.8% | 75.6%+9.1pp | 82.1%+2.7pp | 68.1%+16.7pp |
| Annual return | 13.03% | 27.59%-14.6pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,308 | $3,444-33.0% | $4,554-49.3% | $2,551-9.5% |
| Participant deferral / active EE | $7,523 | $6,519+15.4% | $7,897-4.7% | $4,139+81.7% |
| Admin fee / account holder | $1,667 | $8,390-80.1% | $13,129-87.3% | $7,234-77.0% |