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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 | $103,943 | $114,712-9.4% | $173,730-40.2% | $87,485+18.8% |
| Participation rate | 83.8% | 73.0%+10.8pp | 79.6%+4.2pp | 68.9%+14.9pp |
| Annual return | 7.04% | 20.18%-13.1pp | 19.96%-12.9pp | 26.06%-19.0pp |
| Employer contribution / active EE | $1,123 | $2,904-61.3% | $4,577-75.5% | $2,596-56.7% |
| Participant deferral / active EE | $3,058 | $4,642-34.1% | $6,326-51.7% | $4,274-28.5% |
| Admin fee / account holder | $21,972 | $10,210+115.2% | $17,523+25.4% | $7,775+182.6% |