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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 | $86,555 | $110,137-21.4% | $161,149-46.3% | $82,637+4.7% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 9.91% | 20.69%-10.8pp | 21.16%-11.2pp | 53.51%-43.6pp |
| Employer contribution / active EE | $2,370 | $2,856-17.0% | $4,360-45.7% | $2,552-7.2% |
| Participant deferral / active EE | $4,695 | $4,575+2.6% | $6,153-23.7% | $4,126+13.8% |
| Admin fee / account holder | $2,757 | $9,467-70.9% | $15,194-81.9% | $7,339-62.4% |