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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 | $100,059 | $93,598+6.9% | $135,974-26.4% | $75,173+33.1% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 67.2%+11.2pp |
| Annual return | 14.05% | 30.89%-16.8pp | 68.30%-54.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,688 | $3,538-52.3% | $4,859-65.3% | $2,671-36.8% |
| Participant deferral / active EE | $6,917 | $6,405+8.0% | $7,760-10.9% | $4,126+67.6% |
| Admin fee / account holder | $1,501 | $6,978-78.5% | $10,767-86.1% | $5,651-73.4% |