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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 | $108,269 | $106,749+1.4% | $145,433-25.6% | $82,448+31.3% |
| Participation rate | 78.6% | 75.6%+2.9pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 12.46% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,550 | $3,444-55.0% | $4,554-66.0% | $2,551-39.2% |
| Participant deferral / active EE | $6,812 | $6,519+4.5% | $7,897-13.7% | $4,139+64.6% |
| Admin fee / account holder | $2,420 | $8,390-71.2% | $13,129-81.6% | $7,234-66.6% |