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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 | $88,415 | $72,486+22.0% | $87,103+1.5% | $72,976+21.2% |
| Participation rate | 82.2% | 72.8%+9.4pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 14.76% | 24.46%-9.7pp | 28.19%-13.4pp | 81.02%-66.3pp |
| Employer contribution / active EE | $2,231 | $1,894+17.8% | $2,521-11.5% | $2,440-8.6% |
| Participant deferral / active EE | $3,088 | $3,270-5.6% | $4,049-23.7% | $3,608-14.4% |
| Admin fee / account holder | $3,050 | $5,055-39.7% | $7,491-59.3% | $5,124-40.5% |