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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 | $103,374 | $76,834+34.5% | $108,359-4.6% | $87,485+18.2% |
| Participation rate | 72.0% | 61.7%+10.3pp | 70.1%+1.9pp | 68.9%+3.1pp |
| Annual return | 10.40% | 19.09%-8.7pp | 36.89%-26.5pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,258 | $1,556-19.2% | $2,399-47.6% | $2,596-51.6% |
| Participant deferral / active EE | $3,054 | $3,100-1.5% | $4,137-26.2% | $4,274-28.5% |
| Admin fee / account holder | $3,979 | $6,537-39.1% | $9,741-59.2% | $7,775-48.8% |