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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 | $73,787+40.1% | $98,716+4.7% | $82,448+25.4% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.3%+2.7pp | 68.1%+3.9pp |
| Annual return | 10.40% | 18.57%-8.2pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,258 | $1,511-16.8% | $2,279-44.8% | $2,551-50.7% |
| Participant deferral / active EE | $3,054 | $3,081-0.9% | $4,048-24.6% | $4,139-26.2% |
| Admin fee / account holder | $3,979 | $6,500-38.8% | $8,703-54.3% | $7,234-45.0% |