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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 | $114,558 | $95,453+20.0% | $112,040+2.2% | $82,448+38.9% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.5%+13.3pp | 68.1%+21.7pp |
| Annual return | 8.95% | 23.92%-15.0pp | 24.52%-15.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $3,112 | $2,318+34.3% | $2,954+5.4% | $2,551+22.0% |
| Participant deferral / active EE | $4,971 | $4,224+17.7% | $5,098-2.5% | $4,139+20.1% |
| Admin fee / account holder | $6,756 | $9,013-25.0% | $12,098-44.2% | $7,234-6.6% |