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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 | $83,898+23.2% | $133,346-22.5% | $94,015+10.0% |
| Participation rate | 72.0% | 63.4%+8.6pp | 72.8%-0.8pp | 70.8%+1.2pp |
| Annual return | 10.40% | 16.00%-5.6pp | 36.85%-26.4pp | 17.84%-7.4pp |
| Employer contribution / active EE | $1,258 | $1,821-30.9% | $2,853-55.9% | $2,790-54.9% |
| Participant deferral / active EE | $3,054 | $3,245-5.9% | $4,332-29.5% | $4,249-28.1% |
| Admin fee / account holder | $3,979 | $7,809-49.0% | $14,264-72.1% | $8,951-55.5% |