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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 | $117,846 | $86,050+36.9% | $189,758-37.9% | $94,015+25.3% |
| Participation rate | 81.1% | 68.9%+12.2pp | 79.8%+1.3pp | 70.8%+10.3pp |
| Annual return | 8.82% | 17.77%-9.0pp | 52.62%-43.8pp | 17.84%-9.0pp |
| Employer contribution / active EE | $1,283 | $2,819-54.5% | $4,767-73.1% | $2,790-54.0% |
| Participant deferral / active EE | $1,521 | $3,349-54.6% | $5,856-74.0% | $4,249-64.2% |
| Admin fee / account holder | $7,006 | $6,627+5.7% | $20,388-65.6% | $8,951-21.7% |